Creative Planning
Holdings in RMR
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $250,990 | 16,845 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $265,601 | 16,885 | Shares | Sole | 2025-11-14 |
| 2024-12-31 | $32,528 | 1,576 | Shares | Defined | 2025-02-14 |
| 2023-03-31 | $224,352 | 8,550 | Shares | Sole | 2023-05-15 |