Creative Planning
Holdings in PRG
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $3,183,239 | 107,943 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $27,506 | 850 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $4,197 | 143 | Shares | Defined | 2025-08-08 |
| 2025-03-31 | $258,791 | 9,729 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $251,572 | 5,953 | Shares | Defined | 2025-02-14 |
| 2024-09-30 | $437,281 | 9,018 | Shares | Defined | 2024-10-11 |
| 2024-06-30 | $232,563 | 6,706 | Shares | Sole | 2024-08-15 |