Creative Planning
Holdings in AVO
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $298,282 | 25,714 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $12,320 | 1,025 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $157,973 | 13,479 | Shares | Sole | 2025-08-08 |
| 2024-12-31 | $182,656 | 12,711 | Shares | Defined | 2025-02-14 |
| 2024-09-30 | $143,917 | 11,226 | Shares | Sole | 2024-10-11 |
| 2024-06-30 | $102,435 | 10,368 | Shares | Sole | 2024-08-15 |
| 2024-03-31 | $136,231 | 11,477 | Shares | Sole | 2024-05-13 |