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 |
|---|---|---|---|---|---|---|---|---|---|
| AIM ETF PRODUCTS TRUST | US LRGCP B20 OCT | 1151 | $210,000 | 6,414 | 0.01 | 6,414 | +Inf | 12-31-2023 | |
| IRON MTN INC DEL | COM | 1152 | $210,000 | 3,004 | 0.01 | 3,004 | +Inf | 12-31-2023 | |
| EQUINIX INC | COM | 1153 | $210,000 | 261 | 0.01 | 261 | +Inf | 12-31-2023 | |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | 1154 | $209,000 | 1,813 | 0.01 | 1,813 | +Inf | 12-31-2023 |
