Creative Planning
Holdings in ZIP
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $70,765 | 18,145 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $89,902 | 21,304 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $149,488 | 29,838 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $145,889 | 24,769 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $4,351 | 601 | Shares | Defined | 2025-02-14 |
| 2024-09-30 | $299,601 | 31,537 | Shares | Defined | 2024-10-11 |