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 |
|---|---|---|---|---|---|---|---|---|---|
| JANUS DETROIT STR TR | HENDERSN CAP ETF | Liquidated | $0 | 0 | 0.00 | 23,547 | +Inf | 12-31-2023 | |
| AGNICO EAGLE MINES LTD | COM | 1252 | $1,198,774 | 21,855 | 0.00 | 0.00 | 2,216 | 11.28 | 12-31-2023 |
| SUPER MICRO COMPUTER INC | COM | 1253 | $1,197,303 | 4,212 | 0.00 | 4,212 | +Inf | 12-31-2023 | |
| UNIVERSAL CORP VA | COM | 1254 | $1,196,893 | 17,779 | 0.00 | 0.00 | 4,672 | 35.65 | 12-31-2023 |
