Creative Planning
Holdings in CLDT
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $258,330 | 37,934 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $240,385 | 35,825 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $163,571 | 23,468 | Shares | Sole | 2025-08-08 |
| 2024-09-30 | $89,357 | 10,488 | Shares | Sole | 2024-10-11 |