Creative Planning
Holdings in EBC
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $4,829,176 | 262,028 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $83,127 | 4,580 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $3,279,171 | 214,746 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $3,370,462 | 205,516 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $2,920,545 | 169,307 | Shares | Defined | 2025-02-14 |
| 2024-09-30 | $2,804,804 | 171,129 | Shares | Defined | 2024-10-11 |
| 2024-06-30 | $6,920 | 495 | Shares | Defined | 2024-08-15 |
| 2024-03-31 | $23,632 | 1,715 | Shares | Defined | 2024-05-13 |
| 2023-12-31 | $1,759,067 | 123,878 | Shares | Defined | 2024-02-14 |
| 2023-09-30 | $15,060 | 1,201 | Shares | Defined | 2023-11-16 |
| 2023-06-30 | $1,339,663 | 109,182 | Shares | Sole | 2023-07-21 |
| 2023-03-31 | $767,485 | 60,815 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $1,184,609 | 68,673 | Shares | Sole | 2023-02-10 |
| 2022-09-30 | $1,347,225 | 68,596 | Shares | Sole | 2022-11-03 |
| 2022-06-30 | $1,260,670 | 68,292 | Shares | Sole | 2022-08-15 |
| 2022-03-31 | $1,452,765 | 67,445 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $1,360,365 | 67,445 | Shares | Sole | 2022-02-11 |
| 2021-09-30 | $1,369,133 | 67,445 | Shares | Sole | 2021-11-10 |
| 2021-06-30 | $425,819 | 20,701 | Shares | Sole | 2021-08-04 |
| 2021-03-31 | $1,221,925 | 63,345 | Shares | Sole | 2021-04-30 |
| 2020-12-31 | $380,756 | 23,345 | Shares | Sole | 2021-01-29 |