Creative Planning
Holdings in PDT
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $145,529 | 11,459 | Shares | Sole | 2026-02-17 |
| 2025-03-31 | $157,914 | 12,073 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $156,154 | 12,257 | Shares | Sole | 2025-02-14 |
| 2024-06-30 | $137,566 | 11,678 | Shares | Sole | 2024-08-15 |
| 2023-12-31 | $146,192 | 13,727 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $34,353 | 3,571 | Shares | Sole | 2023-11-16 |