Creative Planning
Holdings in MCBS
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $912,630 | 34,387 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $1,117,513 | 40,358 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $814,672 | 28,505 | Shares | Defined | 2025-08-08 |
| 2024-12-31 | $515,864 | 16,146 | Shares | Defined | 2025-02-14 |
| 2024-09-30 | $331,093 | 10,813 | Shares | Defined | 2024-10-11 |
| 2021-12-31 | $220,790 | 8,020 | Shares | Sole | 2022-02-11 |