Creative Planning
Holdings in PLSE
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $236,691 | 17,239 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $27,753 | 1,568 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $286,271 | 18,971 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $241,671 | 15,020 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $279,081 | 16,030 | Shares | Defined | 2025-02-14 |
| 2024-09-30 | $384,300 | 21,910 | Shares | Defined | 2024-10-11 |
| 2024-06-30 | $114,238 | 10,209 | Shares | Sole | 2024-08-15 |