Creative Planning
Holdings in FDMT
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $331,462 | 44,195 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $327,699 | 37,710 | Shares | Defined | 2025-11-14 |
| 2024-12-31 | $2,879 | 517 | Shares | Defined | 2025-02-14 |