Creative Planning
Holdings in CCB
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,385,851 | 12,094 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $135,969 | 1,257 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $1,110,710 | 11,466 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $893,612 | 9,884 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $658,221 | 7,752 | Shares | Defined | 2025-02-14 |
| 2024-09-30 | $297,646 | 5,513 | Shares | Defined | 2024-10-11 |