Creative Planning
Holdings in OFIX
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $192,926 | 12,726 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $22,311 | 1,524 | Shares | Defined | 2025-11-14 |
| 2023-09-30 | $9,645 | 750 | Shares | Sole | 2023-11-16 |