Creative Planning
Holdings in AMTB
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $549,694 | 28,175 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $1,311,708 | 68,070 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $591,545 | 32,449 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $837,179 | 40,561 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $265,647 | 11,854 | Shares | Defined | 2025-02-14 |
| 2024-09-30 | $255,884 | 11,974 | Shares | Defined | 2024-10-11 |
| 2024-06-30 | $252,514 | 11,124 | Shares | Sole | 2024-08-15 |