Creative Planning
Holdings in AVPT
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,213,430 | 87,360 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $100,807 | 6,716 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $1,509,250 | 78,159 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $706,404 | 48,920 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $451,779 | 27,364 | Shares | Defined | 2025-02-14 |
| 2024-09-30 | $345,390 | 29,345 | Shares | Defined | 2024-10-11 |
| 2024-06-30 | $256,821 | 24,647 | Shares | Sole | 2024-08-15 |
| 2024-03-31 | $1,069 | 135 | Shares | Defined | 2024-05-13 |
| 2023-12-31 | $90,597 | 11,035 | Shares | Sole | 2024-02-14 |