Creative Planning

Creative Planning’s BNY Mellon Municipal Bond Infrastructure Fund DMB Stock Holding History

Creative Planning’s Portfolio DMB Stock Details DMB Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell
2017 Q2	$68K	Buy
2017 Q1	$56K	Buy
2016 Q4	$51K	Hold
2016 Q3	$59K	Hold
2016 Q2	$60K	Hold
2016 Q1	$55K	Hold
2015 Q4	$52K	Hold
2015 Q3	$50K	Buy