Creative Planning
Holdings in ALX
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $238,862 | 1,096 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $295,457 | 1,260 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $270,609 | 1,201 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $214,179 | 1,024 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $215,664 | 1,078 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $218,608 | 902 | Shares | Sole | 2024-10-11 |
| 2024-06-30 | $200,799 | 893 | Shares | Sole | 2024-08-15 |