Creative Planning
Holdings in CMTG
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $66,160 | 21,621 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $68,551 | 20,648 | Shares | Sole | 2025-11-14 |
| 2025-03-31 | $48,094 | 12,894 | Shares | Sole | 2025-05-15 |