Creative Planning
Holdings in ACT
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,072,022 | 52,271 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $35,502 | 926 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $3,603 | 97 | Shares | Defined | 2025-08-08 |
| 2025-03-31 | $325,607 | 9,370 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $356 | 11 | Shares | Defined | 2025-02-14 |