Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CREATIVEONE WEALTH LLC | 05-14-2024 | 03-31-2024 | 1287 | 2,509,370,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| TESLA INC | COM | 101 | $5,732,000 | 32,604 | 0.23 | 0.27 | 15,553 | 91.21 | 03-31-2024 |
| ISHARES TR | 0-5YR HI YL CP | 102 | $5,679,000 | 133,458 | 0.23 | 0.35 | 4,602 | 3.57 | 03-31-2024 |
| VANGUARD WORLD FDS | INF TECH ETF | 103 | $5,652,000 | 10,779 | 0.23 | 0.20 | 4,242 | 64.89 | 03-31-2024 |
| ISHARES TR | 3 7 YR TREAS BD | 104 | $5,506,000 | 47,540 | 0.22 | 0.32 | 4,230 | 9.77 | 03-31-2024 |
