| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Creative Planning | 100,000 | 57,000 | 100.00% |
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
