Creative Planning
Holdings in USLM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $830,396 | 6,935 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $865,993 | 6,583 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $14,171 | 142 | Shares | Defined | 2025-08-08 |
| 2025-03-31 | $521,795 | 5,904 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $461,137 | 3,474 | Shares | Defined | 2025-02-14 |
| 2024-09-30 | $257,724 | 2,639 | Shares | Defined | 2024-10-11 |