Creative Planning
Holdings in FIHL
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $4,052,516 | 207,078 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $3,108,096 | 171,245 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $25,699 | 1,550 | Shares | Defined | 2025-08-08 |
| 2025-03-31 | $231,093 | 14,265 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $384,264 | 21,195 | Shares | Defined | 2025-02-14 |