Creative Planning
Holdings in CMBT
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $174,317 | 18,064 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $544 | 58 | Shares | Defined | 2025-11-14 |
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $174,317 | 18,064 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $544 | 58 | Shares | Defined | 2025-11-14 |