Creative Planning
Holdings in CCRN
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $202,378 | 24,985 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $665,383 | 46,858 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $358,339 | 27,459 | Shares | Sole | 2025-08-08 |
| 2024-12-31 | $237,314 | 13,068 | Shares | Defined | 2025-02-14 |