Creative Planning
Holdings in CNR
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $3,087,228 | 34,880 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $75,883 | 909 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $964,642 | 13,832 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $1,220,184 | 15,826 | Shares | Sole | 2025-05-15 |