Creative Planning
Position in CLSE — Convergence Long/Short Equity ETF
CIK 1540235
OVERLAND PARK, KS
All Filings in CLSE
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 CLSE | $3,591,198 | 127,619 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 CLSE | $3,487,827 | 127,619 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 CLSE | $3,321,375 | 127,549 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 CLSE | $2,832,093 | 121,185 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 CLSE | $2,714,432 | 125,610 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 CLSE | $3,346,761 | 146,083 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 CLSE | $3,206,434 | 143,980 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 CLSE | $3,516,846 | 164,032 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 CLSE | $2,766,594 | 135,352 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 CLSE | $4,561,939 | 267,484 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||