Creative Planning
Holdings in PRCT
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,471,447 | 46,772 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $864,840 | 24,232 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $9,619 | 167 | Shares | Defined | 2025-08-08 |
| 2025-03-31 | $852,285 | 14,629 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $758,416 | 9,419 | Shares | Defined | 2025-02-14 |
| 2024-09-30 | $797,032 | 9,948 | Shares | Defined | 2024-10-11 |
| 2024-06-30 | $320,661 | 5,249 | Shares | Sole | 2024-08-15 |