Creative Planning's ownership history for EFG

Creative Planning currently holds 136.4K shares with a market value of $15.5M. It started holding EFG on 2024-09-30. At its peak, it held 149.5K shares on 2025-03-31. Its highest holding value was $15.5M on 2025-09-30. At its lowest, it held 71.1K shares on 2024-12-31, with a value of $6.9M on 2024-12-31. In the recent 180 days, Creative Planning has decreased its shares by 13.1K. In the recent year, Creative Planning has increased its shares by 64.5K.