Creative Planning
Holdings in HTB
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $802,892 | 18,698 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $45,402 | 1,109 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $543,155 | 14,519 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $476,869 | 13,911 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $432,821 | 12,851 | Shares | Defined | 2025-02-14 |
| 2024-09-30 | $266,470 | 7,819 | Shares | Defined | 2024-10-11 |