Creative Planning
Holdings in EVER
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $822,231 | 30,453 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $2,447 | 107 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $254,518 | 10,526 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $208,210 | 7,950 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $1,619 | 81 | Shares | Defined | 2025-02-14 |
| 2022-06-30 | $132,449 | 14,983 | Shares | Sole | 2022-08-15 |