Creative Planning
Holdings in SRCE
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $694,576 | 11,115 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $35,951 | 584 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $283,970 | 4,575 | Shares | Sole | 2025-08-08 |
| 2024-12-31 | $4,553 | 78 | Shares | Defined | 2025-02-14 |