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 | BLOOMBERG INTL T | 251 | $18,642,571 | 804,252 | 0.00 | 0.00 | 44,189 | 5.81 | 12-31-2023 |
| SHOPIFY INC | CL A | 252 | $18,637,779 | 239,253 | 0.00 | 0.00 | -55,865 | -18.93 | 12-31-2023 |
| MEDTRONIC PLC | SHS | 253 | $18,607,658 | 225,873 | 0.00 | 0.00 | -1,093 | -0.48 | 12-31-2023 |
| ALTRIA GROUP INC | COM | 254 | $18,357,792 | 455,073 | 0.00 | 0.00 | -1,207 | -0.26 | 12-31-2023 |
