Creative Planning
Holdings in STRA
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,164,678 | 26,991 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $1,037,108 | 12,058 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $471,535 | 5,539 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $387,139 | 4,611 | Shares | Sole | 2025-05-15 |
| 2024-06-30 | $291,035 | 2,630 | Shares | Sole | 2024-08-15 |
| 2024-03-31 | $234,165 | 2,249 | Shares | Sole | 2024-05-13 |