Creative Planning
Holdings in TRC
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $909,440 | 57,669 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $13,279 | 831 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $4,833 | 285 | Shares | Defined | 2025-08-08 |
| 2025-03-31 | $286,916 | 18,102 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $175,503 | 11,038 | Shares | Defined | 2025-02-14 |