Creative Planning
Holdings in MSBI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $994,757 | 46,989 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $1,352,037 | 78,882 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $30,691 | 1,772 | Shares | Defined | 2025-08-08 |
| 2025-03-31 | $355,445 | 20,762 | Shares | Sole | 2025-05-15 |