Creative Planning
Holdings in FWONA
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $3,939,691 | 44,078 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $70,177 | 737 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $69,035 | 727 | Shares | Defined | 2025-08-08 |
| 2025-03-31 | $1,518,600 | 18,640 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $1,329,680 | 15,822 | Shares | Defined | 2025-02-14 |
| 2024-09-30 | $863,223 | 12,068 | Shares | Defined | 2024-10-11 |
| 2024-06-30 | $321 | 5 | Shares | Defined | 2024-08-15 |
| 2024-03-31 | $1,703 | 29 | Shares | Defined | 2024-05-13 |