Creative Planning
FNA

Creative Planning’s Paragon 28, Inc. FNA Stock Holding History

Creative Planning’s Portfolio FNA Stock Details FNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-28,625
Closed -$374K – 3817
2025
Q1 		$374K Buy
28,625
+5,001
+21% +$62.2K ﹤0.01% 2565
2024
Q4 		$244K Buy
23,624
+9,942
+73% +$80.2K ﹤0.01% 2828
2024
Q3 		$91.4K Buy
+13,682
New +$104K ﹤0.01% 3032

Other funds holding FNA

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return