Creative Planning's ownership history for MSTR

Creative Planning currently holds 76.8K shares with a market value of $24.7M. It started holding MSTR on 2024-09-30. At its peak, it held 110.5K shares on 2025-03-31. Its highest holding value was $40.3M on 2025-06-30. At its lowest, it held 76.8K shares on 2025-09-30, with a value of $13.6M on 2024-09-30. In the recent 180 days, Creative Planning has decreased its shares by 33.7K. In the recent year, Creative Planning has decreased its shares by 13.0K.

It has also owned 16 contracts of calls, with the market value of the underlying securities totaling $12.3K on 2024-12-31. At its peak, it held 583 contracts of calls on 2025-06-30 and it owned calls with the market value of the underlying securities totaling $747.6K on 2024-12-31. At its lowest, it held 16 contracts of calls on 2025-09-30 and it owned calls with the market value of the underlying securities totaling $12.3K on 2025-09-30. In the recent 180 days, Creative Planning has decreased its holdings by 234 contracts.