Creative Planning
Holdings in LAB
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $58,924 | 46,035 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $16,937 | 13,029 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $60,898 | 50,749 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $42,141 | 39,020 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $82,736 | 47,278 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $39,232 | 20,328 | Shares | Defined | 2024-10-11 |