Creative Planning
Holdings in INTA
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,600,400 | 34,928 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $450,513 | 11,015 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $470,258 | 9,110 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $818,370 | 14,018 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $314,424 | 4,906 | Shares | Defined | 2025-02-14 |