Creative Planning
Holdings in AVK
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,764,127 | 140,680 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $1,811,051 | 141,599 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $1,928,505 | 159,249 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $1,836,140 | 159,249 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $1,893,675 | 160,890 | Shares | Sole | 2025-02-14 |