Creative Planning
Position in IVOL — Quadratic Interest Rate Volatility and Inflation Hedge ETF
CIK 1540235
OVERLAND PARK, KS
All Filings in IVOL
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2023-06-30 IVOL | $441,667 | 21,461 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 IVOL | $487,593 | 21,461 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 IVOL | $499,070 | 22,073 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 IVOL | $813,028 | 36,689 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 IVOL | $1,629,615 | 64,310 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 IVOL | $2,161,969 | 84,386 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 IVOL | $2,464,830 | 91,800 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 IVOL | $2,941,762 | 105,553 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 IVOL | $2,784,316 | 100,808 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 IVOL | $1,955,500 | 68,422 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 IVOL | $1,605,981 | 57,418 | Shares | Sole | 2021-01-29 | |
| No filing history on record for this holder in this stock. | ||||||