Creative Planning
Holdings in CTKB
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $612,105 | 121,209 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $364,020 | 104,905 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $12,467 | 3,667 | Shares | Defined | 2025-08-08 |
| 2025-03-31 | $40,200 | 10,025 | Shares | Sole | 2025-05-15 |