Creative Planning
Holdings in AMPL
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $815,220 | 70,399 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $10,237 | 955 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $17,930 | 1,446 | Shares | Defined | 2025-08-08 |
| 2025-03-31 | $682,607 | 66,988 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $418,961 | 39,712 | Shares | Defined | 2025-02-14 |
| 2024-09-30 | $234,708 | 26,166 | Shares | Defined | 2024-10-11 |
| 2024-06-30 | $92,256 | 10,366 | Shares | Sole | 2024-08-15 |