Creative Planning
Holdings in IAUM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,410,544 | 32,811 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $699,121 | 18,159 | Shares | Sole | 2025-11-14 |
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,410,544 | 32,811 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $699,121 | 18,159 | Shares | Sole | 2025-11-14 |