Creative Planning
Holdings in MAX
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $327,272 | 25,272 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $222,239 | 19,529 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $159,585 | 14,574 | Shares | Sole | 2025-08-08 |