Creative Planning
Holdings in FIG
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $10,919,812 | 292,208 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $309,093 | 5,959 | Shares | Sole | 2025-11-14 |
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $10,919,812 | 292,208 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $309,093 | 5,959 | Shares | Sole | 2025-11-14 |