Creative Planning
Holdings in DJCO
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,092,084 | 2,241 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $855,392 | 1,839 | Shares | Sole | 2025-11-14 |
| 2024-12-31 | $6,815 | 12 | Shares | Defined | 2025-02-14 |