Creative Planning
Holdings in MTUS
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $707,318 | 41,219 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $691,995 | 41,863 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $3,112 | 202 | Shares | Defined | 2025-08-08 |
| 2025-03-31 | $416,110 | 31,146 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $233,313 | 16,512 | Shares | Defined | 2025-02-14 |
| 2024-09-30 | $183,120 | 12,348 | Shares | Defined | 2024-10-11 |