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 |
|---|---|---|---|---|---|---|---|---|---|
| WASTE CONNECTIONS INC | COM | 1401 | $936,615 | 6,275 | 0.00 | 0.00 | -100 | -1.57 | 12-31-2023 |
| DNP SELECT INCOME FD INC | COM | 1402 | $936,251 | 110,407 | 0.00 | 0.00 | -35,006 | -24.07 | 12-31-2023 |
| FERGUSON PLC NEW | SHS | 1403 | $935,101 | 4,842 | 0.00 | 0.00 | 951 | 24.44 | 12-31-2023 |
| TITAN MACHY INC | COM | 1404 | $933,084 | 32,309 | 0.00 | 0.00 | 1,505 | 4.89 | 12-31-2023 |
