Creative Planning
Holdings in SCVL
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,297,498 | 76,866 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $22,307 | 1,073 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $407,485 | 21,779 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $556,566 | 25,310 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $893 | 27 | Shares | Defined | 2025-02-14 |
| 2024-09-30 | $340,100 | 7,756 | Shares | Defined | 2024-10-11 |
| 2024-06-30 | $280,806 | 7,612 | Shares | Sole | 2024-08-15 |