Creative Planning
Holdings in ORN
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $354,997 | 35,714 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $257 | 31 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $3,881 | 428 | Shares | Defined | 2025-08-08 |
| 2024-12-31 | $21,330 | 2,910 | Shares | Defined | 2025-02-14 |