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 |
|---|---|---|---|---|---|---|---|---|---|
| MID-AMER APT CMNTYS INC | COM | 1051 | $1,723,507 | 12,818 | 0.00 | 0.00 | 312 | 2.49 | 12-31-2023 |
| CMS ENERGY CORP | COM | 1052 | $1,723,437 | 29,679 | 0.00 | 0.00 | 1,646 | 5.87 | 12-31-2023 |
| SUN LIFE FINANCIAL INC. | COM | 1053 | $1,715,313 | 33,076 | 0.00 | 0.00 | 2,248 | 7.29 | 12-31-2023 |
| ILLUMINA INC | COM | 1054 | $1,710,285 | 12,283 | 0.00 | 0.00 | 1,243 | 11.26 | 12-31-2023 |
