Creative Planning
Holdings in MTX
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,303,293 | 21,383 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $783,395 | 12,611 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $376,954 | 6,845 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $226,182 | 3,558 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $224,819 | 2,950 | Shares | Sole | 2025-02-14 |
| 2024-06-30 | $231,434 | 2,783 | Shares | Sole | 2024-08-15 |