Position Size ($1000s)
$13,038
| $12,324
| $12,652
| 03/31/2024 | 06/30/2024 | 09/30/2024 | Share Count
401,426
| 388,293
| 370,700
| 03/31/2024 | 06/30/2024 | 09/30/2024 |
|
Entity | 09/30/2024 Amount |
09/30/2024 Position Size ($ in 1000's) |
SPDR INDEX SHS FDS (GWX) |
370,700 |
$12,652 | GWX | 370,700 | $12,652 |
|
Entity | 06/30/2024 Amount |
06/30/2024 Position Size ($ in 1000's) |
SPDR INDEX SHS FDS (GWX) |
388,293 |
$12,324 | GWX | 388,293 | $12,324 |
|
Entity | 03/31/2024 Amount |
03/31/2024 Position Size ($ in 1000's) |
SPDR INDEX SHS FDS (GWX) |
401,426 |
$13,038 | GWX | 401,426 | $13,038 |
Top Stocks Held at 09/30/2024: IVV, VEA, BND, IEMG, SPMD, More »
Size ($ in 1000's)
At 09/30/2024: $101,044,277 At 06/30/2024: $93,666,773 At 03/31/2024: $90,217,072
Combined Holding Report Includes:
Creative Planning CREATIVE PLANNING TRUST Co LLC
Creative Planning Top Holdings
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