Creative Planning
Holdings in PDFS
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,072,842 | 37,604 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $39,607 | 1,534 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $796,918 | 37,274 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $699,215 | 36,589 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $325,447 | 12,018 | Shares | Defined | 2025-02-14 |
| 2024-09-30 | $341,383 | 10,776 | Shares | Defined | 2024-10-11 |