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 |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | NYSE TECH ETF | 2451 | $311,319 | 1,897 | 0.00 | 0.00 | -133 | -6.55 | 12-31-2023 |
| JAZZ PHARMACEUTICALS PLC | SHS USD | 2452 | $310,698 | 2,526 | 0.00 | 0.00 | -298 | -10.55 | 12-31-2023 |
| VANGUARD ADMIRAL FDS INC | SMLCP 600 GRTH | 2453 | $310,371 | 2,884 | 0.00 | 0.00 | -1 | -0.03 | 12-31-2023 |
| EARTHSTONE ENERGY INC | CL A | Liquidated | $0 | 0 | 0.00 | 0.00 | 1,803 | 13.34 | 12-31-2023 |
