Creative Planning
Holdings in POET
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $63,300 | 10,000 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $55,400 | 10,000 | Shares | Sole | 2025-11-14 |
| 2025-09-30 | $55 | 10 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $52 | 10 | Shares | Sole | 2025-08-08 |
| 2025-06-30 | $52,100 | 10,000 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $37,800 | 10,000 | Shares | Sole | 2025-05-15 |
| 2023-09-30 | $6 | 2 | Shares | Sole | 2023-11-16 |