Creative Planning
Holdings in ISD
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $603,543 | 41,710 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $925,841 | 64,384 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $912,321 | 64,384 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $917,472 | 64,384 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $893,755 | 65,333 | Shares | Sole | 2025-02-14 |