Creative Planning
Holdings in IDT
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,011,807 | 19,758 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $331,174 | 6,331 | Shares | Sole | 2025-11-14 |
| 2021-03-31 | $238,768 | 10,537 | Shares | Sole | 2021-04-30 |
| 2020-12-31 | $129,186 | 10,452 | Shares | Sole | 2021-01-29 |