Creative Planning
Holdings in SRTA
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $96,397 | 20,041 | Shares | Sole | 2026-02-17 |
| 2023-09-30 | $28,324 | 10,936 | Shares | Sole | 2023-11-16 |
| 2023-06-30 | $43,481 | 11,036 | Shares | Sole | 2023-07-21 |
| 2023-03-31 | $56,784 | 16,800 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $63,383 | 17,705 | Shares | Sole | 2023-02-10 |
| 2022-09-30 | $73,426 | 18,220 | Shares | Sole | 2022-11-03 |
| 2022-06-30 | $81,261 | 18,220 | Shares | Sole | 2022-08-15 |