Creative Planning
Holdings in CATX
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $111,141 | 40,415 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $143,308 | 41,781 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $144,400 | 41,977 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $85,689 | 40,230 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $128,429 | 40,260 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $549,686 | 41,175 | Shares | Sole | 2024-10-11 |
| 2024-06-30 | $174,674 | 17,520 | Shares | Sole | 2024-08-15 |