Creative Planning
Holdings in DOMO
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $91,364 | 10,838 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $487,016 | 30,746 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $214,606 | 15,362 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $96,790 | 12,473 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $16,984 | 2,399 | Shares | Defined | 2025-02-14 |