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Fidelity D + D Bncrp shares owned by Creative Planning

Quarter-by-quarter ownership of Fidelity D + D Bncrp (FDBC) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Fidelity D + D Bncrp

Tip: Access up to 7 years of quarterly data

All positions including Fidelity D + D Bncrp held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity D + D Bncrp by Creative Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.0M 41k 49.34
2024-06-30 $1.8M 41k 43.80
2024-03-31 $2.0M 41k 48.43
2023-12-31 $2.4M 41k 58.03
2023-09-30 $1.8M 41k 45.40

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Ishares Core Msci Emkt (IEMG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Index Fds Large Cap Etf (VV)
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Vanguard Index Fds Mid Cap Etf (VO)
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Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr National Mun Etf (MUB)

View all positions for Creative Planning

Top funds holding Fidelity D + D Bncrp

BlackRock
Vanguard Group
Geode Capital Management
Fidelity D & D Bancorp
State Street Corporation
Creative Planning
Bank of New York Mellon
Commonwealth Equity Services
Stifel Financial
Jacobi Capital Management
Dimensional Fund Advisors
Charles Schwab Investment Management
Renaissance Technologies
Nuveen Asset Management
Lewis Asset Management

View all funds holding Fidelity D + D Bncrp