Creative Planning
Holdings in ASB
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,621,028 | 101,748 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $130,349 | 5,070 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $1,981,663 | 81,249 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $2,602,260 | 115,502 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $1,595,467 | 66,756 | Shares | Defined | 2025-02-14 |
| 2024-09-30 | $686,866 | 31,888 | Shares | Defined | 2024-10-11 |
| 2024-06-30 | $25,887 | 1,224 | Shares | Defined | 2024-08-15 |
| 2024-03-31 | $26,328 | 1,224 | Shares | Defined | 2024-05-13 |
| 2023-12-31 | $717,078 | 33,524 | Shares | Defined | 2024-02-14 |
| 2023-09-30 | $1,009 | 59 | Shares | Defined | 2023-11-16 |
| 2023-06-30 | $1,136 | 70 | Shares | Defined | 2023-07-21 |
| 2023-03-31 | $296,795 | 16,507 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $361,612 | 15,661 | Shares | Sole | 2023-02-10 |
| 2022-09-30 | $223,972 | 11,154 | Shares | Sole | 2022-11-03 |
| 2021-06-30 | $293,478 | 14,330 | Shares | Sole | 2021-08-04 |
| 2021-03-31 | $304,671 | 14,277 | Shares | Sole | 2021-04-30 |
| 2020-12-31 | $217,813 | 12,775 | Shares | Sole | 2021-01-29 |
| 2020-09-30 | $156,740 | 12,420 | Shares | Sole | 2020-11-05 |