Creative Planning's ownership history for UP

Creative Planning currently holds 19.5K shares with a market value of $35.8K. It started holding UP on 2025-06-30. At its peak, it held 23.5K shares on 2025-06-30. Its highest holding value was $35.8K on 2025-09-30. At its lowest, it held 19.5K shares on 2025-09-30, with a value of $25.1K on 2025-06-30.

It has also owned 50 contracts of calls, with the market value of the underlying securities totaling $1.9K on 2025-09-30. At its peak, it held 50 contracts of calls on 2025-09-30 and it owned calls with the market value of the underlying securities totaling $1.9K on 2025-09-30. At its lowest, it held 50 contracts of calls on 2025-09-30 and it owned calls with the market value of the underlying securities totaling $1.9K on 2025-09-30.