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 |
|---|---|---|---|---|---|---|---|---|---|
| WAYFAIR INC | CL A | 1551 | $784,269 | 12,711 | 0.00 | 0.00 | -320 | -2.46 | 12-31-2023 |
| CHIPMOS TECHNOLOGIES INC | SPONSORD ADS NEW | 1552 | $783,458 | 28,793 | 0.00 | 0.00 | 3,484 | 13.77 | 12-31-2023 |
| FLEXSHARES TR | QUALT DIVD IDX | 1553 | $782,757 | 12,722 | 0.00 | 0.00 | 129 | 1.02 | 12-31-2023 |
| PERRIGO CO PLC | SHS | 1554 | $781,482 | 24,285 | 0.00 | 0.00 | 4,705 | 24.03 | 12-31-2023 |
