Creative Planning
Holdings in PRTA
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $591,803 | 61,969 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $594,559 | 60,918 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $21,949 | 3,616 | Shares | Defined | 2025-08-08 |
| 2025-03-31 | $132,288 | 10,690 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $222,444 | 16,061 | Shares | Defined | 2025-02-14 |
| 2024-09-30 | $349,773 | 20,907 | Shares | Defined | 2024-10-11 |
| 2024-03-31 | $11,047 | 446 | Shares | Defined | 2024-05-13 |