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 |
|---|---|---|---|---|---|---|---|---|---|
| CROWDSTRIKE HLDGS INC | CL A | 151 | $40,389,214 | 158,191 | 0.00 | 0.00 | 13,316 | 9.19 | 12-31-2023 |
| ISHARES TR | RUS MD CP GR ETF | 152 | $39,234,768 | 375,596 | 0.00 | 0.00 | -7,625 | -1.99 | 12-31-2023 |
| PFIZER INC | COM | 153 | $39,186,825 | 1,361,126 | 0.00 | 0.00 | -112,198 | -7.62 | 12-31-2023 |
| ISHARES TR | ESG AW MSCI EAFE | 154 | $38,391,725 | 508,230 | 0.00 | 0.00 | 28,646 | 5.97 | 12-31-2023 |
