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 |
|---|---|---|---|---|---|---|---|---|---|
| ELANCO ANIMAL HEALTH INC | COM | 1651 | $702,028 | 47,116 | 0.00 | 0.00 | -3,344 | -6.63 | 12-31-2023 |
| WESTROCK CO | COM | 1652 | $700,608 | 16,874 | 0.00 | 0.00 | 4,055 | 31.63 | 12-31-2023 |
| WORTHINGTON ENTERPRISES INC | COM | 1653 | $698,542 | 12,138 | 0.00 | 0.00 | 444 | 3.80 | 12-31-2023 |
| POWER INTEGRATIONS INC | COM | 1654 | $697,935 | 8,500 | 0.00 | 0.00 | 418 | 5.17 | 12-31-2023 |
