Creative Planning
Holdings in PACS
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $757,856 | 19,741 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $67,963 | 4,950 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $251,564 | 19,471 | Shares | Sole | 2025-08-08 |
| 2024-12-31 | $2,713 | 207 | Shares | Defined | 2025-02-14 |