Creative Planning
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Creative Planning’s Ponce Financial Group PDLB Stock Holding History

Creative Planning’s Portfolio PDLB Stock Details PDLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$186K Sell
13,439
-103
-0.8% -$1.43K ﹤0.01% 3237
2025
Q1 		$172K Buy
+13,542
New +$172K ﹤0.01% 3118