Creative Planning
Holdings in PSBD
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $247,688 | 20,319 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $248,921 | 20,287 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $283,206 | 20,287 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $270,222 | 20,287 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $210,976 | 13,880 | Shares | Sole | 2025-02-14 |