Creative Planning

Creative Planning’s Eagle Point Credit Co ECC Stock Holding History

Creative Planning’s Portfolio ECC Stock Details ECC Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$98K	Buy
2025 Q2	$96.1K	Buy
2023 Q3	–	Sell
2023 Q2	$159K	Buy
2023 Q1	$166K	Buy
2017 Q3	–	Sell
2017 Q2	$14K	Buy
2016 Q1	–	Sell
2015 Q4	$18K	Buy