Creative Planning
Holdings in OLMA
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,616,350 | 64,654 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $539,135 | 55,070 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $83,159 | 19,521 | Shares | Sole | 2025-08-08 |