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 |
|---|---|---|---|---|---|---|---|---|---|
| SPIRE INC | COM | 2001 | $472,697 | 7,583 | 0.00 | 0.00 | 694 | 10.07 | 12-31-2023 |
| COHEN & STEERS INC | COM | 2002 | $472,539 | 6,240 | 0.00 | 0.00 | 1,625 | 35.21 | 12-31-2023 |
| ATI INC | COM | 2003 | $472,024 | 10,381 | 0.00 | 0.00 | 1,530 | 17.29 | 12-31-2023 |
| HORIZON BANCORP INC | COM | 2004 | $471,013 | 32,915 | 0.00 | 0.00 | 933 | 2.92 | 12-31-2023 |
