Creative Planning
Holdings in FDP
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,233,894 | 62,697 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $1,230,580 | 35,443 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $22,369 | 690 | Shares | Defined | 2025-08-08 |
| 2025-03-31 | $424,405 | 13,766 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $337,280 | 10,156 | Shares | Defined | 2025-02-14 |
| 2024-09-30 | $261,133 | 8,840 | Shares | Defined | 2024-10-11 |