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 |
|---|---|---|---|---|---|---|---|---|---|
| ARTESIAN RES CORP | CL A | 3101 | $238,982 | 6,797 | 0.00 | 6,797 | +Inf | 06-30-2024 | |
| VITAL ENERGY INC | COM | 3102 | $238,890 | 5,330 | 0.00 | 5,330 | +Inf | 06-30-2024 | |
| STONEX GROUP INC | COM | 3103 | $238,883 | 3,172 | 0.00 | 3,172 | +Inf | 06-30-2024 | |
| BNY MELLON STRATEGIC MUNS IN | COM | 3104 | $238,728 | 39,008 | 0.00 | 0.00 | 1,666 | 4.46 | 06-30-2024 |
