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 |
|---|---|---|---|---|---|---|---|---|---|
| HUDSON PAC PPTYS INC | COM | 2401 | $324,984 | 34,907 | 0.00 | 0.00 | -5,477 | -13.56 | 12-31-2023 |
| APTARGROUP INC | COM | 2402 | $324,750 | 2,627 | 0.00 | 0.00 | 182 | 7.44 | 12-31-2023 |
| TCW TRANSFORM ETF TRUST | TRANSFRM 500 ETF | 2403 | $323,430 | 5,815 | 0.00 | 0.00 | -4,856 | -45.51 | 12-31-2023 |
| MILLERKNOLL INC | COM | 2404 | $323,316 | 12,118 | 0.00 | 0.00 | 1,818 | 17.65 | 12-31-2023 |
