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 |
|---|---|---|---|---|---|---|---|---|---|
| VIPER ENERGY INC | CL A | 2101 | $423,630 | 13,500 | 0.00 | 13,500 | +Inf | 12-31-2023 | |
| INSPERITY INC | COM | 2102 | $423,164 | 3,610 | 0.00 | 0.00 | 1,446 | 66.82 | 12-31-2023 |
| NATIONAL STORAGE AFFILIATES | COM SHS BEN IN | Liquidated | $0 | 0 | 0.00 | 0.00 | -5,930 | -30.81 | 12-31-2023 |
| BIOHAVEN LTD | COM | 2104 | $421,623 | 9,851 | 0.00 | 0.00 | -1,690 | -14.64 | 12-31-2023 |
