Creative Planning
Holdings in FDSB
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $600,000 | 40,000 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $688,471 | 49,781 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $741,000 | 60,000 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $732,000 | 60,000 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $757,200 | 60,000 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $622,200 | 60,000 | Shares | Sole | 2024-10-11 |