Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CREATIVEONE WEALTH LLC | 02-09-2024 | 12-31-2023 | 938 | 1,561,971,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| GLOBAL X FDS | S&P 500 COVERED | 151 | $2,553,000 | 64,726 | 0.16 | 0.19 | -2,340 | -3.49 | 12-31-2023 |
| FORD MTR CO DEL | COM | 152 | $2,542,000 | 208,527 | 0.16 | 0.17 | 21,228 | 11.33 | 12-31-2023 |
| GLOBAL X FDS | RBTCS ARTFL INTE | 153 | $2,523,000 | 88,507 | 0.16 | 0.11 | 24,400 | 38.06 | 12-31-2023 |
| JPMORGAN CHASE & CO | COM | 154 | $2,473,000 | 14,542 | 0.16 | 0.26 | -10,408 | -41.72 | 12-31-2023 |
