Creative Planning
Holdings in PANL
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $131,297 | 19,084 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $113,609 | 22,364 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $108,541 | 23,094 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $56,596 | 11,890 | Shares | Sole | 2025-05-15 |
| 2020-09-30 | $142,450 | 55,000 | Shares | Sole | 2020-11-05 |
| 2020-06-30 | $138,050 | 55,000 | Shares | Sole | 2020-07-23 |
| 2020-03-31 | $110,000 | 55,000 | Shares | Sole | 2020-05-05 |