Creative Financial Designs’s ENI E Stock Holding History

Creative Financial Designs’s Portfolio E Stock Details E Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.6K	Hold	46	–	–	﹤0.01%	1732
2025 Q4	$1.75K	Hold	46	–	–	﹤0.01%	1704
2025 Q3	$1.61K	Hold	46	–	–	﹤0.01%	1725
2025 Q2	$1.49K	Buy	46 +22	+92%	+$653	﹤0.01%	1721
2025 Q1	$742	Sell	24 -1,766	-99%	-$51.5K	﹤0.01%	1846
2024 Q4	$49K	Hold	1,790	–	–	﹤0.01%	796
2024 Q3	$54.3K	Hold	1,790	–	–	﹤0.01%	759
2024 Q2	$55.1K	Hold	1,790	–	–	﹤0.01%	731
2024 Q1	$56.8K	Hold	1,790	–	–	0.01%	696
2023 Q4	$60.9K	Hold	1,790	–	–	0.01%	629
2023 Q3	$57.1K	Hold	1,790	–	–	0.01%	597
2023 Q2	$51.5K	Buy	+1,790	New	+$51.9K	0.01%	631
2022 Q3	–	Sell	-553	Closed	-$13K	–	1300
2022 Q2	$13K	Sell	553 -272	-33%	-$7.76K	﹤0.01%	813
2022 Q1	$24K	Buy	+825	New	+$24.6K	﹤0.01%	725

Other funds holding E

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Natixis Advisors

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return