Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CREATIVEONE WEALTH LLC | 02-09-2024 | 12-31-2023 | 938 | 1,561,971,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BROADCOM INC | COM | 101 | $4,141,000 | 3,709 | 0.27 | 0.22 | 106 | 2.94 | 12-31-2023 |
| J P MORGAN EXCHANGE TRADED F | BETABUILDERS I | 102 | $3,850,000 | 67,629 | 0.25 | 0.32 | -17,387 | -20.45 | 12-31-2023 |
| INNOVATOR ETFS TR | US EQTY PWR BUF | 103 | $3,849,000 | 106,562 | 0.25 | 0.08 | 72,557 | 213.37 | 12-31-2023 |
| FIRST TR EXCHNG TRADED FD VI | CBOE VEST US EQ | 104 | $3,823,000 | 143,901 | 0.24 | 143,901 | +Inf | 12-31-2023 |
