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 |
|---|---|---|---|---|---|---|---|---|---|
| BLACKSTONE INC | COM | 201 | $27,381,327 | 209,145 | 0.00 | 0.00 | 2,642 | 1.28 | 12-31-2023 |
| US BANCORP DEL | COM NEW | 202 | $27,359,675 | 632,155 | 0.00 | 0.00 | -205,036 | -24.49 | 12-31-2023 |
| TEXAS INSTRS INC | COM | 203 | $27,205,298 | 159,599 | 0.00 | 0.00 | -2,139 | -1.32 | 12-31-2023 |
| SONY GROUP CORP | SPONSORED ADR | 204 | $26,341,077 | 278,182 | 0.00 | 0.00 | 18,328 | 7.05 | 12-31-2023 |
