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 |
|---|---|---|---|---|---|---|---|---|---|
| OUTLOOK THERAPEUTICS INC | COM NEW | Liquidated | $0 | 0 | 0.00 | 0.00 | 383 | 1.78 | 06-30-2024 |
| PRESIDIO PPTY TR INC | COM CL A | 4252 | $8,565 | 12,287 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| WESTWATER RES INC | COM NEW | 4253 | $8,242 | 17,111 | 0.00 | 0.00 | 292 | 1.74 | 06-30-2024 |
| BIOLINERX LTD | SPONSORED ADS | 4254 | $7,455 | 13,081 | 0.00 | 0.00 | -1,501 | -10.29 | 06-30-2024 |
