Creative Planning
Holdings in SPT
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,444,554 | 128,177 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $3,255 | 252 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $213,804 | 10,225 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $298,074 | 13,555 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $1,351 | 44 | Shares | Defined | 2025-02-14 |
| 2024-03-31 | $208,925 | 3,499 | Shares | Sole | 2024-05-13 |