Creative Planning
CIK
0001540235
City
Overland Park
State / Country
KS
Holdings in LIND
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $436,291 | 30,256 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $345,574 | 26,998 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $23,725 | 2,033 | Shares | Defined | 2025-08-08 |