Creative Planning
Holdings in MCS
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $234,992 | 15,151 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $51,229 | 3,303 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $170,218 | 10,096 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $169,253 | 10,141 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $249,636 | 11,611 | Shares | Defined | 2025-02-14 |
| 2024-09-30 | $159,440 | 10,580 | Shares | Defined | 2024-10-11 |
| 2024-03-31 | $145,622 | 10,212 | Shares | Defined | 2024-05-13 |