Creative Planning
Holdings in ATEX
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $671,905 | 30,779 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $912,475 | 42,500 | Shares | Sole | 2025-11-14 |
| 2024-09-30 | $257,104 | 6,827 | Shares | Defined | 2024-10-11 |
| 2024-06-30 | $220,120 | 5,560 | Shares | Sole | 2024-08-15 |
| 2024-03-31 | $229,454 | 6,827 | Shares | Defined | 2024-05-13 |
| 2023-12-31 | $222,077 | 6,665 | Shares | Defined | 2024-02-14 |