Creative Planning
Holdings in CRI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,191,737 | 36,748 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $925,587 | 32,799 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $4,248 | 141 | Shares | Defined | 2025-08-08 |
| 2025-03-31 | $404,501 | 9,890 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $448,421 | 8,275 | Shares | Defined | 2025-02-14 |
| 2024-09-30 | $444,982 | 6,848 | Shares | Defined | 2024-10-11 |
| 2024-06-30 | $929 | 15 | Shares | Defined | 2024-08-15 |