Evertec shares owned by Creative Planning
Historical chart of Creative Planning investment in Evertec
Tip: Access up to 7 years of quarterly data
All positions including Evertec held by Creative Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Evertec by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 53k | 33.78 |
| 2025-06-30 | $1.9M | 52k | 36.05 |
| 2025-03-31 | $1.6M | 45k | 36.77 |
| 2024-12-31 | $1.5M | 45k | 34.53 |
| 2024-09-30 | $1.5M | 45k | 33.89 |
| 2021-09-30 | $1.3M | 28k | 45.72 |
| 2015-12-31 | $2.0k | 100 | 20.00 |