Creative Planning
Holdings in MT
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $5,377,852 | 118,013 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $3,182,176 | 88,027 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $100,519 | 3,183 | Shares | Defined | 2025-08-08 |
| 2025-03-31 | $1,880,702 | 65,189 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $1,719,183 | 74,327 | Shares | Defined | 2025-02-14 |
| 2024-09-30 | $1,607,794 | 61,226 | Shares | Defined | 2024-10-11 |
| 2024-06-30 | $1,077 | 47 | Shares | Defined | 2024-08-15 |
| 2024-03-31 | $1,065,112 | 38,619 | Shares | Sole | 2024-05-13 |
| 2023-12-31 | $846,248 | 29,808 | Shares | Defined | 2024-02-14 |
| 2023-09-30 | $725,668 | 28,992 | Shares | Defined | 2023-11-16 |
| 2023-06-30 | $42,267 | 1,546 | Shares | Defined | 2023-07-21 |
| 2023-03-31 | $442,492 | 14,691 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $391,884 | 14,946 | Shares | Sole | 2023-02-10 |
| 2022-09-30 | $275,196 | 13,822 | Shares | Sole | 2022-11-03 |
| 2022-06-30 | $204,823 | 9,063 | Shares | Sole | 2022-08-15 |
| 2022-03-31 | $272,821 | 8,523 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $254,735 | 8,003 | Shares | Sole | 2022-02-11 |
| 2021-09-30 | $233,468 | 7,741 | Shares | Sole | 2021-11-10 |
| 2021-03-31 | $391,257 | 13,413 | Shares | Sole | 2021-04-30 |
| 2020-12-31 | $305,737 | 13,351 | Shares | Sole | 2021-01-29 |
| 2020-09-30 | $177,510 | 13,397 | Shares | Sole | 2020-11-05 |