Creative Planning
Holdings in MFIN
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $114,589 | 11,136 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $113,625 | 11,250 | Shares | Sole | 2025-11-14 |
| 2023-09-30 | $2,232 | 318 | Shares | Sole | 2023-11-16 |