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 |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO EXCHANGE TRADED FD T | LARGE CAP GROWTH | 2551 | $284,427 | 3,661 | 0.00 | 3,661 | +Inf | 12-31-2023 | |
| BLACKROCK MUNI INCOME TR II | COM | 2552 | $283,988 | 26,591 | 0.00 | 0.00 | 5,044 | 23.41 | 12-31-2023 |
| HERTZ GLOBAL HLDGS INC | COM NEW | 2553 | $283,958 | 27,330 | 0.00 | 27,330 | +Inf | 12-31-2023 | |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL STP | 2554 | $283,237 | 9,021 | 0.00 | 0.00 | 1 | 0.01 | 12-31-2023 |
