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 |
|---|---|---|---|---|---|---|---|---|---|
| COMMERCIAL METALS CO | COM | 1951 | $500,528 | 10,003 | 0.00 | 0.00 | -222 | -2.17 | 12-31-2023 |
| SIMPLY GOOD FOODS CO | COM | 1952 | $500,267 | 12,633 | 0.00 | 12,633 | +Inf | 12-31-2023 | |
| ISHARES TR | MORNINGSTR US EQ | 1953 | $498,641 | 7,583 | 0.00 | 0.00 | 434 | 6.07 | 12-31-2023 |
| INVESCO EXCHANGE TRADED FD T | S&P 500 TOP 50 | 1954 | $498,584 | 37,933 | 0.00 | 0.00 | 26,317 | 226.56 | 12-31-2023 |
