Creative Planning
Holdings in CRVS
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $301,670 | 39,178 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $6,551 | 889 | Shares | Defined | 2025-11-14 |
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $301,670 | 39,178 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $6,551 | 889 | Shares | Defined | 2025-11-14 |