Creative Planning
Holdings in AEIS
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $9,179,618 | 43,844 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $6,262,342 | 36,807 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $3,664,552 | 27,657 | Shares | Defined | 2025-08-08 |
| 2025-03-31 | $2,306,216 | 24,197 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $2,702,272 | 23,370 | Shares | Defined | 2025-02-14 |
| 2024-09-30 | $1,589,544 | 15,104 | Shares | Defined | 2024-10-11 |
| 2024-06-30 | $1,638,686 | 15,067 | Shares | Sole | 2024-08-15 |
| 2024-03-31 | $842,252 | 8,259 | Shares | Sole | 2024-05-13 |
| 2023-12-31 | $737,605 | 6,772 | Shares | Defined | 2024-02-14 |
| 2023-09-30 | $30,626 | 297 | Shares | Defined | 2023-11-16 |
| 2023-06-30 | $289,435 | 2,597 | Shares | Sole | 2023-07-21 |
| 2023-03-31 | $210,602 | 2,149 | Shares | Sole | 2023-05-15 |