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 |
|---|---|---|---|---|---|---|---|---|---|
| TRI CONTL CORP | COM | 2251 | $372,328 | 12,915 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| CORVEL CORP | COM | 2252 | $372,299 | 1,506 | 0.00 | 0.00 | 41 | 2.80 | 12-31-2023 |
| SMARTSHEET INC | COM CL A | 2253 | $371,848 | 7,776 | 0.00 | 0.00 | -87 | -1.11 | 12-31-2023 |
| MERCANTILE BK CORP | COM | 2254 | $371,658 | 9,204 | 0.00 | 0.00 | -5,991 | -39.43 | 12-31-2023 |
