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 | MRGSTR MD CP VAL | 2201 | $387,832 | 5,727 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ITRON INC | COM | 2202 | $387,744 | 5,135 | 0.00 | 5,135 | +Inf | 12-31-2023 | |
| ALLETE INC | COM NEW | 2203 | $385,308 | 6,300 | 0.00 | 0.00 | -638 | -9.20 | 12-31-2023 |
| GLOBANT S A | COM | 2204 | $385,290 | 1,619 | 0.00 | 0.00 | 1,236 | 322.72 | 12-31-2023 |
