Creative Planning
Holdings in ASC
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $230,046 | 21,723 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $23,478 | 1,978 | Shares | Defined | 2025-11-14 |
| 2025-03-31 | $100,200 | 10,235 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $163,975 | 13,496 | Shares | Defined | 2025-02-14 |
| 2020-09-30 | $48,113 | 13,515 | Shares | Sole | 2020-11-05 |