Creative Planning
Holdings in KE
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $3,189,423 | 114,645 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $50,224 | 1,682 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $27,941 | 1,453 | Shares | Defined | 2025-08-08 |
| 2025-03-31 | $407,400 | 24,766 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $360,289 | 19,236 | Shares | Defined | 2025-02-14 |
| 2024-09-30 | $219,010 | 11,832 | Shares | Defined | 2024-10-11 |