Creative Planning
Holdings in DC
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $232,652 | 40,960 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $107,539 | 23,635 | Shares | Sole | 2025-11-14 |
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $232,652 | 40,960 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $107,539 | 23,635 | Shares | Sole | 2025-11-14 |