Creative Planning
Holdings in PLUS
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,782,808 | 31,731 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $1,304,098 | 18,365 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $720,495 | 9,993 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $772,456 | 12,657 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $1,255 | 17 | Shares | Defined | 2025-02-14 |
| 2024-09-30 | $279,580 | 2,843 | Shares | Defined | 2024-10-11 |
| 2024-03-31 | $232,949 | 2,966 | Shares | Defined | 2024-05-13 |