Creative Planning
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Creative Planning’s eGain EGAN Stock Holding History

Creative Planning’s Portfolio EGAN Stock Details EGAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$225K Hold
36,000
– – ﹤0.01% 3128
2025
Q1 		$175K Buy
+36,000
New +$175K ﹤0.01% 3111
2020
Q4 		– Sell
-23,114
Closed -$328K – 2135
2020
Q3 		$328K Buy
+23,114
New +$328K ﹤0.01% 1338