Creative Planning
Holdings in PHIN
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,122,620 | 33,859 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $24,314 | 423 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $6,584 | 148 | Shares | Defined | 2025-08-08 |
| 2025-03-31 | $367,528 | 8,662 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $236,562 | 4,911 | Shares | Defined | 2025-02-14 |
| 2024-09-30 | $202,670 | 4,403 | Shares | Defined | 2024-10-11 |