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 |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO EXCHANGE TRADED FD T | S&P500 PUR VAL | 1501 | $824,429 | 10,044 | 0.00 | 0.00 | -12,160 | -54.76 | 12-31-2023 |
| TKO GROUP HOLDINGS INC | CL A | 1502 | $820,572 | 10,059 | 0.00 | 0.00 | -1,843 | -15.48 | 12-31-2023 |
| SPROUTS FMRS MKT INC | COM | 1503 | $819,747 | 17,039 | 0.00 | 0.00 | 1,695 | 11.05 | 12-31-2023 |
| TRIP COM GROUP LTD | ADS | 1504 | $819,551 | 22,759 | 0.00 | 0.00 | 1,864 | 8.92 | 12-31-2023 |
