Creative Planning
Holdings in PTLO
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $460,741 | 101,485 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $117,750 | 18,256 | Shares | Sole | 2025-11-14 |
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $460,741 | 101,485 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $117,750 | 18,256 | Shares | Sole | 2025-11-14 |