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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | GLB INFRASTR ETF | 2051 | $446,676 | 9,494 | 0.00 | 0.00 | 1,496 | 18.70 | 12-31-2023 |
| GLOBAL NET LEASE INC | COM NEW | 2052 | $446,596 | 44,884 | 0.00 | 0.00 | -2,804 | -5.88 | 12-31-2023 |
| ISHARES INC | MSCI CDA ETF | 2053 | $446,555 | 12,174 | 0.00 | 0.00 | -4,206 | -25.68 | 12-31-2023 |
| BRINKS CO | COM | 2054 | $446,171 | 5,073 | 0.00 | 0.00 | 1,970 | 63.49 | 12-31-2023 |
