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 |
|---|---|---|---|---|---|---|---|---|---|
| KNIGHT-SWIFT TRANSN HLDGS IN | CL A | 1451 | $871,047 | 15,109 | 0.00 | 0.00 | 1,223 | 8.81 | 12-31-2023 |
| NEW JERSEY RES CORP | COM | 1452 | $870,291 | 19,522 | 0.00 | 0.00 | 1,160 | 6.32 | 12-31-2023 |
| BOSTON BEER INC | CL A | 1453 | $869,505 | 2,516 | 0.00 | 0.00 | 154 | 6.52 | 12-31-2023 |
| ETF MANAGERS TR | PRIME CYBR SCRTY | 1454 | $868,168 | 14,371 | 0.00 | 0.00 | 558 | 4.04 | 12-31-2023 |
