Creative Planning
EVEX icon

Creative Planning’s Eve Holding EVEX Stock Holding History

Creative Planning’s Portfolio EVEX Stock Details EVEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-10,283
Closed -$34.1K – 3634
2025
Q1 		$34.1K Sell
10,283
-5,706
-36% -$18.9K ﹤0.01% 3354
2024
Q4 		$87K Buy
+15,989
New +$87K ﹤0.01% 3163