Creative Planning
Holdings in CGTX
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $40,505 | 30,004 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $40,505 | 30,004 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $6,821 | 22,004 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $4,211 | 10,004 | Shares | Sole | 2025-05-15 |