Creative Planning
Holdings in CVGW
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $356,199 | 16,377 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $412,406 | 16,022 | Shares | Sole | 2025-11-14 |
| 2024-12-31 | $918 | 36 | Shares | Defined | 2025-02-14 |
| 2023-09-30 | $5,071 | 201 | Shares | Sole | 2023-11-16 |
| 2022-03-31 | $7,326 | 201 | Shares | Sole | 2022-05-16 |
| 2021-03-31 | $229,426 | 2,955 | Shares | Sole | 2021-04-30 |
| 2020-12-31 | $207,248 | 2,985 | Shares | Sole | 2021-01-29 |