Creative Planning
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Creative Planning’s Fidelity D&D Bancorp FDBC Stock Holding History

Creative Planning’s Portfolio FDBC Stock Details FDBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.88M Sell
2025
Q1 		$1.7M Buy
2024
Q4 		$1.99M Hold
2024
Q3 		$2.01M Sell
2024
Q2 		$1.79M Hold
2024
Q1 		$1.98M Hold
2023
Q4 		$2.37M Buy
2023
Q3 		$1.84M Buy