Creative Planning
Holdings in FPI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $278,529 | 28,744 | Shares | Sole | 2026-02-17 |
| 2024-12-31 | $164,781 | 14,012 | Shares | Sole | 2025-02-14 |
| 2023-09-30 | $4,668 | 455 | Shares | Sole | 2023-11-16 |
| 2023-03-31 | $151,875 | 14,194 | Shares | Sole | 2023-05-15 |
| 2022-03-31 | $2,062 | 150 | Shares | Sole | 2022-05-16 |