Creative Planning
Holdings in ACRS
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $154,024 | 51,171 | Shares | Sole | 2026-02-17 |
| 2021-03-31 | $447,048 | 17,740 | Shares | Sole | 2021-04-30 |
| 2020-12-31 | $132,635 | 20,500 | Shares | Sole | 2021-01-29 |
| 2020-09-30 | $77,100 | 30,000 | Shares | Sole | 2020-11-05 |
| 2020-06-30 | $48,723 | 30,076 | Shares | Sole | 2020-07-23 |
| 2020-03-31 | $31,279 | 30,076 | Shares | Sole | 2020-05-05 |