Creative Planning
Holdings in CTM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $18,060 | 20,000 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $10,900 | 10,000 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $10,500 | 10,000 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $10,600 | 10,000 | Shares | Sole | 2025-05-15 |