Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CREATIVE PLANNING | 02-14-2024 | 12-31-2023 | 4406 | 53,924,348,387 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| STERIS PLC | SHS USD | 1001 | $1,949,410 | 8,867 | 0.00 | 0.00 | 121 | 1.38 | 12-31-2023 |
| NUVEEN AMT FREE MUN CR INC F | COM | 1002 | $1,935,811 | 163,774 | 0.00 | 0.00 | -2,350 | -1.41 | 12-31-2023 |
| BROOKFIELD INFRAST PARTNERS | LP INT UNIT | 1003 | $1,923,771 | 61,092 | 0.00 | 0.00 | 1,592 | 2.68 | 12-31-2023 |
| BRITISH AMERN TOB PLC | SPONSORED ADR | 1004 | $1,914,245 | 65,355 | 0.00 | 0.00 | -33,512 | -33.90 | 12-31-2023 |
