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 |
|---|---|---|---|---|---|---|---|---|---|
| NOV INC | COM | 1751 | $619,676 | 30,556 | 0.00 | 0.00 | 11,885 | 63.65 | 12-31-2023 |
| ABRDN PRECIOUS METALS BASKET | PHYSCL PRECS MET | 1752 | $619,573 | 6,807 | 0.00 | 0.00 | -360 | -5.02 | 12-31-2023 |
| BRIGHTHOUSE FINL INC | COM | 1753 | $619,164 | 11,700 | 0.00 | 0.00 | 3,414 | 41.20 | 12-31-2023 |
| INVESCO LTD | SHS | 1754 | $618,317 | 34,659 | 0.00 | 0.00 | 10,345 | 42.55 | 12-31-2023 |
