Creative Planning
Holdings in NRDS
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,477,451 | 109,037 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $498,123 | 46,294 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $230 | 21 | Shares | Defined | 2025-08-08 |