Creative Planning
Holdings in PDS
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $709,239 | 9,867 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $468,746 | 8,317 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $378,250 | 8,007 | Shares | Sole | 2025-08-08 |
| 2024-12-31 | $242,447 | 3,970 | Shares | Defined | 2025-02-14 |
| 2024-06-30 | $17,162 | 244 | Shares | Defined | 2024-08-15 |