Creative Planning
Holdings in UVE
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $830,128 | 24,560 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $1,946 | 74 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $831 | 30 | Shares | Defined | 2025-08-08 |
| 2022-03-31 | $24,282 | 1,800 | Shares | Sole | 2022-05-16 |