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 |
|---|---|---|---|---|---|---|---|---|---|
| GRUPO AEROPORTUARIO DEL SURE | SPON ADR SER B | 1851 | $566,469 | 1,925 | 0.00 | 1,925 | +Inf | 12-31-2023 | |
| DUOLINGO INC | CL A COM | 1852 | $565,991 | 2,495 | 0.00 | 2,495 | +Inf | 12-31-2023 | |
| EATON VANCE TAX-MANAGED BUY- | COM | 1853 | $565,078 | 45,829 | 0.00 | 0.00 | 14,885 | 48.10 | 12-31-2023 |
| CASELLA WASTE SYS INC | CL A | 1854 | $563,181 | 6,590 | 0.00 | 0.00 | 2,635 | 66.62 | 12-31-2023 |
