Creative Planning
Holdings in PRM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,747,989 | 63,494 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $940,647 | 42,012 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $53,035 | 3,810 | Shares | Defined | 2025-08-08 |
| 2025-03-31 | $408,560 | 40,572 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $493,856 | 38,643 | Shares | Defined | 2025-02-14 |