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 |
|---|---|---|---|---|---|---|---|---|---|
| HUNTINGTON INGALLS INDS INC | COM | 1151 | $1,435,496 | 5,529 | 0.00 | 0.00 | 337 | 6.49 | 12-31-2023 |
| TIDAL ETF TR | ADASINA SOCIAL | 1152 | $1,427,322 | 83,763 | 0.00 | 0.00 | -4,240 | -4.82 | 12-31-2023 |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | 1153 | $1,427,146 | 30,784 | 0.00 | 0.00 | -993 | -3.12 | 12-31-2023 |
| NUTRIEN LTD | COM | 1154 | $1,425,850 | 25,304 | 0.00 | 0.00 | -7,768 | -23.49 | 12-31-2023 |
