Creative Planning
EVEX.WS

Creative Planning’s Eve Holding Inc Warrants EVEX.WS Stock Holding History

Creative Planning’s Portfolio EVEX.WS Stock Details EVEX.WS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-100,000
Closed -$11K – 3623
2024
Q3 		$11K Hold
100,000
– – ﹤0.01% 3168
2024
Q2 		$30.5K Hold
100,000
– – ﹤0.01% 2963
2024
Q1 		$53.5K Hold
100,000
– – ﹤0.01% 2777
2023
Q4 		$98K Hold
100,000
– – ﹤0.01% 2574
2023
Q3 		$71K Hold
100,000
– – ﹤0.01% 2441
2023
Q2 		$88K Hold
100,000
– – ﹤0.01% 2366
2023
Q1 		$40.4K Buy
+100,000
New +$30.2K ﹤0.01% 2370

Other funds holding EVEX.WS

Security Benefit Life Insurance Company
Security Benefit Life Insurance Company Topeka, Kansas $182M AUM 31.21% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Boothbay Fund Management
Boothbay Fund Management New York $7.6B AUM 109.3% 1-Year Est. Return
Aristeia Capital
Aristeia Capital Greenwich, Connecticut $7.69B AUM 15.48% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.57B AUM 67.1% 1-Year Est. Return
LMR Partners
LMR Partners London, United Kingdom $26.8B AUM 68.38% 1-Year Est. Return
RL
RPO LLC Stamford, Connecticut $30.4M AUM 3.41% 1-Year Est. Return
MAI Capital Management
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
Clear Street
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return
Wellspring Financial Advisors
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return

Creative Planning's EVEX.WS Position: Q4 2024 in Review

Creative Planning sold out of Eve Holding Inc Warrants (EVEX.WS) in Q4 2024, closing a stake of 100,000 shares — an estimated $11K sold.

Creative Planning first reported a position in EVEX.WS in Q1 2023 and held it in 7 quarters. The position peaked at $98K in Q4 2023. 14 funds tracked by Wall St. Rank hold EVEX.WS as of Q4 2024.

  • Creative Planning reported no remaining Eve Holding Inc Warrants position as of Q4 2024 after selling out during the quarter.
  • Creative Planning sold 100,000 Eve Holding Inc Warrants shares in Q4 2024, an estimated $11K.
  • Creative Planning first reported a position in Eve Holding Inc Warrants in Q1 2023 and held it in 7 quarters.
  • Creative Planning's Eve Holding Inc Warrants position peaked at $98K in Q4 2023.
  • 14 funds tracked by Wall St. Rank held Eve Holding Inc Warrants as of Q4 2024.

Based on Creative Planning's 13F filing for Q4 2024, filed 14 Feb 2025.