Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CREATIVE PLANNING | 08-14-2024 | 06-30-2024 | 22626 | 93,667,207,617 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES U S ETF TR | GSCI CMDTY STGY | 2851 | $281,966 | 10,325 | 0.00 | 0.00 | -6,198 | -37.51 | 06-30-2024 |
| FORTREA HLDGS INC | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 0.00 | 68 | 0.85 | 06-30-2024 |
| BLUE BIRD CORP | COM | 2853 | $281,636 | 5,230 | 0.00 | 5,230 | +Inf | 06-30-2024 | |
| CREDIT ACCEP CORP MICH | COM | 2854 | $281,530 | 547 | 0.00 | 547 | +Inf | 06-30-2024 |
