Creative Planning
Holdings in PAX
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,841,587 | 115,896 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $1,286,668 | 88,128 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $863,762 | 61,434 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $113,848 | 10,084 | Shares | Defined | 2025-05-15 |
| 2024-12-31 | $696,625 | 59,899 | Shares | Defined | 2025-02-14 |