Creative Planning
Holdings in LE
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $382,151 | 26,319 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $2,227 | 158 | Shares | Defined | 2025-11-14 |
| 2025-03-31 | $150,541 | 14,788 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $919 | 70 | Shares | Defined | 2025-02-14 |
| 2022-12-31 | $7,590 | 1,000 | Shares | Sole | 2023-02-10 |