Creative Planning
Holdings in EU
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $177,109 | 71,415 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $110,584 | 34,450 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $69,103 | 24,162 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $19,933 | 14,550 | Shares | Sole | 2025-05-15 |