Creative Planning
Holdings in SERV
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $190,151 | 18,319 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $171,856 | 14,777 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $147,839 | 12,923 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $59,041 | 10,268 | Shares | Sole | 2025-05-15 |