Creative Planning
Holdings in CARE
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $790,803 | 40,224 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $50,038 | 2,578 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $329,719 | 19,015 | Shares | Defined | 2025-08-08 |
| 2023-09-30 | $4,711 | 376 | Shares | Sole | 2023-11-16 |