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 |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | 1701 | $659,615 | 25,706 | 0.00 | 0.00 | -1,326 | -4.91 | 12-31-2023 |
| TOLL BROTHERS INC | COM | 1702 | $659,500 | 6,416 | 0.00 | 0.00 | 1,454 | 29.30 | 12-31-2023 |
| ANNALY CAPITAL MANAGEMENT IN | COM NEW | 1703 | $658,758 | 34,009 | 0.00 | 0.00 | -21,589 | -38.83 | 12-31-2023 |
| KADANT INC | COM | 1704 | $657,645 | 2,346 | 0.00 | 0.00 | 1,201 | 104.89 | 12-31-2023 |
