Creative Planning
Holdings in RDVT
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $667,112 | 11,714 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $397,622 | 7,610 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $337,806 | 6,866 | Shares | Sole | 2025-08-08 |