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 |
|---|---|---|---|---|---|---|---|---|---|
| DANAOS CORPORATION | SHS | 1801 | $588,036 | 7,940 | 0.00 | 0.00 | 3,227 | 68.47 | 12-31-2023 |
| ISHARES TR | IBDS DEC28 ETF | 1802 | $587,917 | 23,432 | 0.00 | 0.00 | 10,391 | 79.68 | 12-31-2023 |
| SKECHERS U S A INC | CL A | 1803 | $585,747 | 9,396 | 0.00 | 0.00 | -725 | -7.16 | 12-31-2023 |
| MOOG INC | CL A | 1804 | $585,201 | 4,042 | 0.00 | 0.00 | 2,142 | 112.74 | 12-31-2023 |
