Creative Planning
Holdings in INVX
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $497,936 | 22,768 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $388,041 | 20,930 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $24,820 | 1,589 | Shares | Defined | 2025-08-08 |
| 2025-03-31 | $332,798 | 18,530 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $189,418 | 13,559 | Shares | Defined | 2025-02-14 |
| 2024-09-30 | $406,972 | 27,723 | Shares | Defined | 2024-10-11 |