Creative Planning
Holdings in LPL
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $77,501 | 18,409 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $104,895 | 20,095 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $38,652 | 11,302 | Shares | Sole | 2025-08-08 |