Creative Planning
Holdings in MBI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $102,388 | 14,300 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $89,362 | 11,995 | Shares | Sole | 2025-11-14 |
| 2024-12-31 | $172,662 | 26,728 | Shares | Defined | 2025-02-14 |
| 2024-03-31 | $104,834 | 15,508 | Shares | Sole | 2024-05-13 |
| 2022-03-31 | $178,954 | 11,628 | Shares | Sole | 2022-05-16 |