Creative Planning
Holdings in CCLD
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $193,742 | 66,350 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $212,983 | 66,350 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $156,586 | 66,350 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $97,426 | 70,091 | Shares | Sole | 2025-05-15 |