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 |
|---|---|---|---|---|---|---|---|---|---|
| MOELIS & CO | CL A | 2351 | $340,490 | 6,066 | 0.00 | 0.00 | -165 | -2.65 | 12-31-2023 |
| CORNERSTONE STRATEGIC VALUE | COM | 2352 | $339,374 | 47,201 | 0.00 | 0.00 | 15,840 | 50.51 | 12-31-2023 |
| INNOVATOR ETFS TR | US EQTY PWR BUF | 2353 | $338,972 | 10,382 | 0.00 | 10,382 | +Inf | 12-31-2023 | |
| APPLE HOSPITALITY REIT INC | COM NEW | 2354 | $338,877 | 20,402 | 0.00 | 0.00 | -1,748 | -7.89 | 12-31-2023 |
