Creative Planning
Holdings in PAC
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $698,619 | 2,650 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $651,323 | 2,746 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $5,970 | 26 | Shares | Defined | 2025-08-08 |
| 2025-03-31 | $436,319 | 2,352 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $390,226 | 2,230 | Shares | Defined | 2025-02-14 |
| 2024-09-30 | $373,098 | 2,144 | Shares | Defined | 2024-10-11 |
| 2024-06-30 | $467 | 3 | Shares | Defined | 2024-08-15 |