Creative Planning
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Creative Planning’s Definitive Healthcare DH Stock Holding History

Creative Planning’s Portfolio DH Stock Details DH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$112K Buy
28,628
+8,428
+42% +$32.9K ﹤0.01% 3386
2025
Q1 		$58.4K Buy
20,200
+7,585
+60% +$21.9K ﹤0.01% 3311
2024
Q4 		$51.8K Buy
+12,615
New +$51.8K ﹤0.01% 3234