Creative Planning’s Viant Technology DSP Stock Holding History

Creative Planning’s Portfolio DSP Stock Details DSP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-147	Closed	-$2.79K	–	3534
2024 Q4	$2.79K	Buy	+147	New	+$2.3K	﹤0.01%	3442

Other funds holding DSP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

HCA

Harbor Capital Advisors Chicago, Illinois $1.23B AUM 30.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Creative Planning's DSP Position: Q1 2025 in Review

Creative Planning sold out of Viant Technology (DSP) in Q1 2025, closing a stake of 147 shares — an estimated $2.79K sold.

Creative Planning first reported a position in DSP in Q4 2024 and held it in 1 quarter. The position peaked at $2.79K in Q4 2024. 106 funds tracked by Wall St. Rank hold DSP as of Q1 2025.

Creative Planning reported no remaining Viant Technology position as of Q1 2025 after selling out during the quarter.
Creative Planning sold 147 Viant Technology shares in Q1 2025, an estimated $2.79K.
Creative Planning first reported a position in Viant Technology in Q4 2024 and held it in 1 quarter.
Creative Planning's Viant Technology position peaked at $2.79K in Q4 2024.
106 funds tracked by Wall St. Rank held Viant Technology as of Q1 2025.

Based on Creative Planning's 13F filing for Q1 2025, filed 15 May 2025.