Creative Planning
Holdings in AREC
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $76,113 | 30,691 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $85,622 | 31,712 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $31,374 | 37,892 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $10,690 | 22,892 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $18,199 | 18,019 | Shares | Sole | 2025-02-14 |
| 2023-06-30 | $22,540 | 11,500 | Shares | Sole | 2023-07-21 |
| 2023-03-31 | $17,250 | 11,500 | Shares | Sole | 2023-05-15 |