Creative Planning
Holdings in MBUU
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $292,481 | 10,368 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $439,178 | 13,534 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $296,820 | 9,471 | Shares | Defined | 2025-08-08 |
| 2025-03-31 | $276,672 | 9,018 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $259,407 | 6,901 | Shares | Defined | 2025-02-14 |
| 2024-09-30 | $223,389 | 5,756 | Shares | Defined | 2024-10-11 |