Creative Planning
Holdings in CHCT
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $795,844 | 48,468 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $198,854 | 12,997 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $17,760 | 1,068 | Shares | Defined | 2025-08-08 |
| 2024-12-31 | $25,606 | 1,333 | Shares | Defined | 2025-02-14 |
| 2024-06-30 | $305,777 | 13,073 | Shares | Defined | 2024-08-15 |
| 2020-03-31 | $624,767 | 16,321 | Shares | Sole | 2020-05-05 |