Creative Planning
Holdings in ESPR
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $434,257 | 117,367 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $131,999 | 49,811 | Shares | Sole | 2025-11-14 |
| 2024-12-31 | $76,975 | 34,989 | Shares | Defined | 2025-02-14 |
| 2024-09-30 | $38,334 | 23,233 | Shares | Sole | 2024-10-11 |
| 2024-06-30 | $45,725 | 20,597 | Shares | Sole | 2024-08-15 |
| 2023-09-30 | $98 | 100 | Shares | Sole | 2023-11-16 |