Creative Planning
Holdings in CSTL
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $627,884 | 16,141 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $349,883 | 15,366 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $226,886 | 11,111 | Shares | Defined | 2025-08-08 |
| 2025-03-31 | $222,222 | 11,100 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $254,240 | 9,540 | Shares | Defined | 2025-02-14 |
| 2024-09-30 | $298,660 | 10,472 | Shares | Defined | 2024-10-11 |