Creative Planning
Holdings in CJMB
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $228,319 | 205,693 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $829,639 | 170,008 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $615,041 | 120,008 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $538,835 | 120,008 | Shares | Sole | 2025-05-15 |