Creative Planning
Holdings in HLLY
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $471,464 | 114,156 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $46,713 | 14,877 | Shares | Sole | 2025-11-14 |
| 2025-03-31 | $54,586 | 21,240 | Shares | Sole | 2025-05-15 |