Creative Planning
Holdings in MCRI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,564,472 | 26,797 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $1,286,379 | 12,154 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $7,088 | 82 | Shares | Defined | 2025-08-08 |
| 2024-12-31 | $7,968 | 101 | Shares | Defined | 2025-02-14 |
| 2023-09-30 | $5,899 | 95 | Shares | Sole | 2023-11-16 |