Creative Planning
Holdings in EFOR
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,473,625 | 51,352 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $19,224 | 406 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $462,751 | 9,268 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $1,073,041 | 17,027 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $610,214 | 7,322 | Shares | Defined | 2025-02-14 |
| 2024-09-30 | $770,732 | 8,267 | Shares | Defined | 2024-10-11 |
| 2024-06-30 | $26,186 | 297 | Shares | Defined | 2024-08-15 |
| 2024-03-31 | $47,561 | 454 | Shares | Defined | 2024-05-13 |
| 2023-12-31 | $765,416 | 7,959 | Shares | Defined | 2024-02-14 |
| 2023-09-30 | $428,248 | 5,243 | Shares | Sole | 2023-11-16 |
| 2023-06-30 | $256,990 | 3,398 | Shares | Sole | 2023-07-21 |