Creative Planning
Holdings in PWP
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $725,164 | 41,917 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $1,005,323 | 47,154 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $647,054 | 33,319 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $385,572 | 20,955 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $549,272 | 23,040 | Shares | Defined | 2025-02-14 |