Creative Planning
Holdings in USPH
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $719,755 | 9,217 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $5,521 | 65 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $13,997 | 179 | Shares | Defined | 2025-08-08 |
| 2025-03-31 | $344,288 | 4,758 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $1,249,746 | 14,088 | Shares | Defined | 2025-02-14 |
| 2024-09-30 | $251,774 | 2,975 | Shares | Sole | 2024-10-11 |
| 2024-03-31 | $209,148 | 1,853 | Shares | Sole | 2024-05-13 |