Creative Planning
Position in SMAX — iShares Large Cap Max Buffer Sep ETF
CIK 1540235
OVERLAND PARK, KS
All Filings in SMAX
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SMAX | $375,347 | 13,994 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 SMAX | $377,208 | 13,994 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 SMAX | $374,759 | 13,994 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 SMAX | $364,403 | 13,994 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 SMAX | $350,409 | 13,994 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||