Creative Planning
Holdings in FFIC
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $604,190 | 39,828 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $427,088 | 30,926 | Shares | Sole | 2025-11-14 |
| 2023-12-31 | $167,898 | 10,188 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $34,728 | 2,645 | Shares | Defined | 2023-11-16 |