Creative Planning
Holdings in SEZL
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $930,606 | 14,661 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $1,190,245 | 14,966 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $47,322 | 264 | Shares | Defined | 2025-08-08 |
| 2025-03-31 | $560,054 | 16,052 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $118,178 | 2,772 | Shares | Defined | 2025-02-14 |
| 2024-09-30 | $63,857 | 2,246 | Shares | Defined | 2024-10-11 |