Creative Planning
Holdings in FWRD
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $546,550 | 21,862 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $1,846 | 72 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $441,915 | 18,008 | Shares | Defined | 2025-08-08 |