Creative Planning
Holdings in CUK
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $346,702 | 11,431 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $318,125 | 12,032 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $3,086 | 121 | Shares | Defined | 2025-08-08 |
| 2025-03-31 | $195,862 | 11,173 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $288,982 | 12,838 | Shares | Defined | 2025-02-14 |