Creative Planning
Holdings in CBAN
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $206,337 | 11,579 | Shares | Sole | 2026-02-17 |
| 2022-06-30 | $16,312 | 1,081 | Shares | Sole | 2022-08-15 |
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $206,337 | 11,579 | Shares | Sole | 2026-02-17 |
| 2022-06-30 | $16,312 | 1,081 | Shares | Sole | 2022-08-15 |