EVERCORE INC

Ticker: EVR CUSIP: 29977A105 Class: EQTY

Creative Planning's Holding History (CIK: 0001540235)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 14,471 Value ($000) $4,924 Avg Close $320.89 Range $287.24 - $353.30
Q3 2025
Shares 15,415 Value ($000) $5,200 Avg Close $312.02 Range $265.06 - $363.46
Q2 2025
Shares 7,140 Value ($000) $1,928 Avg Close $218.31 Range $147.33 - $275.24
Q1 2025
Shares 5,802 Value ($000) $1,159 Avg Close $246.39 Range $183.44 - $294.03
Q4 2024
Shares 4,328 Value ($000) $1,200 Avg Close $279.37 Range $241.56 - $319.31
Q3 2024
Shares 4,043 Value ($000) $1,024 Avg Close $234.02 Range $203.82 - $255.89
Q2 2024
Shares 3,714 Value ($000) $774 Avg Close $190.59 Range $171.42 - $205.02
Q1 2024
Shares 3,932 Value ($000) $757 Avg Close $176.58 Range $158.51 - $194.65
Q4 2023
Shares 3,348 Value ($000) $573 Avg Close $140.62 Range $120.67 - $169.53
Q3 2023
Shares 2,335 Value ($000) $322 Avg Close $131.10 Range $112.87 - $142.43
Q2 2023
Shares 1,874 Value ($000) $232 Avg Close $110.37 Range $99.84 - $122.95
Q4 2022
Shares 21 Value ($000) $2 Avg Close $98.92 Range $76.90 - $112.66
Q2 2017
Shares 92 Value ($000) $6 Avg Close $60.28 Range $55.53 - $65.60
Q1 2017
Shares 910 Value ($000) $71 Avg Close $64.08 Range $56.46 - $68.90
Q4 2016
Shares 107 Value ($000) $7 Avg Close $50.50 Range $41.42 - $59.28
Q1 2016
Shares 200 Value ($000) $10 Avg Close $38.54 Range $33.42 - $42.98
Q4 2015
Shares 200 Value ($000) $11 Avg Close $43.27 Range $38.30 - $48.47
Q3 2015
Shares 200 Value ($000) $10 Avg Close $43.65 Range $36.64 - $47.23
Q2 2014
Shares 500 Value ($000) $29 Avg Close $42.58 Range $37.66 - $46.04
Q1 2014
Shares 500 Value ($000) $28 Avg Close $44.20 Range $39.88 - $49.10
Q4 2013
Shares 500 Value ($000) $30 Avg Close $40.94 Range $34.67 - $47.10
Q3 2013
Shares 2,700 Value ($000) $133 Avg Close $35.23 Range $28.55 - $40.54