Creative Planning
Holdings in CERS
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $73,158 | 35,514 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $22,349 | 14,056 | Shares | Sole | 2025-11-14 |
| 2024-12-31 | $26,675 | 17,322 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $43,167 | 24,809 | Shares | Sole | 2024-10-11 |
| 2024-06-30 | $28,860 | 16,398 | Shares | Sole | 2024-08-15 |
| 2024-03-31 | $31,043 | 16,425 | Shares | Sole | 2024-05-13 |
| 2023-06-30 | $25,539 | 10,382 | Shares | Defined | 2023-07-21 |