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 |
|---|---|---|---|---|---|---|---|---|---|
| ESSEX PPTY TR INC | COM | 1201 | $1,302,408 | 5,253 | 0.00 | 0.00 | -793 | -13.12 | 12-31-2023 |
| FIRST TR EXCHANGE-TRADED FD | FST LOW OPPT EFT | 1202 | $1,302,254 | 26,951 | 0.00 | 0.00 | -886 | -3.18 | 12-31-2023 |
| ISHARES TR | MSCI USA VALUE | 1203 | $1,299,742 | 12,848 | 0.00 | 0.00 | -646 | -4.79 | 12-31-2023 |
| SUMMIT MATLS INC | CL A | 1204 | $1,297,602 | 33,739 | 0.00 | 0.00 | 20,291 | 150.88 | 12-31-2023 |
