Creative Planning
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Creative Planning’s Esquire Financial Holdings ESQ Stock Holding History

Creative Planning’s Portfolio ESQ Stock Details ESQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$443K Buy
4,676
+1,643
+54% +$156K ﹤0.01% 2564
2025
Q1 		$229K Buy
3,033
+54
+2% +$4.07K ﹤0.01% 2953
2024
Q4 		$237K Buy
+2,979
New +$237K ﹤0.01% 2837