Creative Planning
Holdings in CIB
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $3,169,177 | 49,822 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $13,867 | 267 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $1,116,874 | 24,180 | Shares | Sole | 2025-08-08 |