Creative Planning
Holdings in CAPR
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $439,595 | 15,232 | Shares | Sole | 2026-02-17 |
| 2025-06-30 | $2,859 | 288 | Shares | Defined | 2025-08-08 |
| 2025-03-31 | $126,084 | 13,286 | Shares | Sole | 2025-05-15 |