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 |
|---|---|---|---|---|---|---|---|---|---|
| NUVEEN PFD & INCOME SECS FD | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 54,842 | 521.21 | 12-31-2023 |
| APPLOVIN CORP | COM CL A | 2152 | $402,884 | 10,110 | 0.00 | 0.00 | 361 | 3.70 | 12-31-2023 |
| DOXIMITY INC | CL A | 2153 | $402,598 | 14,358 | 0.00 | 0.00 | 2,018 | 16.35 | 12-31-2023 |
| ISHARES TR | MSCI EURO FL ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 1,366 | 6.86 | 12-31-2023 |
