Creative Planning
Holdings in AXIA
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $607,234 | 66,292 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $621,607 | 62,662 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $451,246 | 60,733 | Shares | Sole | 2025-08-08 |
| 2024-12-31 | $380,179 | 66,465 | Shares | Defined | 2025-02-14 |
| 2024-09-30 | $403,787 | 55,849 | Shares | Defined | 2024-10-11 |
| 2024-06-30 | $185,319 | 28,821 | Shares | Sole | 2024-08-15 |