Creative Planning
Holdings in TR
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $330,096 | 9,282 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $515,290 | 12,661 | Shares | Sole | 2025-11-14 |
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $330,096 | 9,282 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $515,290 | 12,661 | Shares | Sole | 2025-11-14 |