Creative Planning
Holdings in IMVT
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,054,955 | 41,501 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $9,188 | 570 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $565,888 | 35,368 | Shares | Defined | 2025-08-08 |
| 2025-03-31 | $498,908 | 29,193 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $325,006 | 13,121 | Shares | Defined | 2025-02-14 |