Creative Planning

Creative Planning’s Dun & Bradstreet DNB Stock Holding History

Creative Planning’s Portfolio DNB Stock Details DNB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-56,084	Closed	-$510K	–	3938
2025 Q2	$510K	Buy	+56,084	New	+$502K	﹤0.01%	2460
2025 Q1	–	Sell	-10,471	Closed	-$130K	–	3531
2024 Q4	$130K	Buy	+10,471	New	+$125K	﹤0.01%	3095
2023 Q4	–	Sell	-11,302	Closed	-$113K	–	2843
2023 Q3	$113K	Sell	11,302 -444	-4%	-$4.91K	﹤0.01%	2376
2023 Q2	$136K	Buy	+11,746	New	+$128K	﹤0.01%	2295

Other funds holding DNB

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return