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 |
|---|---|---|---|---|---|---|---|---|---|
| ROKU INC | COM CL A | 1101 | $1,577,782 | 17,213 | 0.00 | 0.00 | -1,814 | -9.53 | 12-31-2023 |
| MIZUHO FINANCIAL GROUP INC | SPONSORED ADR | 1102 | $1,574,271 | 457,637 | 0.00 | 0.00 | 83,407 | 22.29 | 12-31-2023 |
| COOPER COS INC | COM NEW | 1103 | $1,573,641 | 4,158 | 0.00 | 0.00 | -8 | -0.19 | 12-31-2023 |
| SYNOVUS FINL CORP | COM NEW | 1104 | $1,569,694 | 41,692 | 0.00 | 0.00 | 1,721 | 4.31 | 12-31-2023 |
