Creative Planning
Holdings in DCH
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,030,849 | 160,819 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $751,508 | 125,043 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $415,400 | 101,814 | Shares | Defined | 2025-08-08 |
| 2025-03-31 | $506,812 | 124,524 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $70,373 | 12,071 | Shares | Defined | 2025-02-14 |
| 2024-09-30 | $80,327 | 12,998 | Shares | Defined | 2024-10-11 |