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 |
|---|---|---|---|---|---|---|---|---|---|
| INTELLIA THERAPEUTICS INC | COM | 2601 | $273,556 | 8,972 | 0.00 | 0.00 | 8,757 | 4073.02 | 12-31-2023 |
| NEOGENOMICS INC | COM NEW | 2602 | $273,507 | 16,904 | 0.00 | 0.00 | -85,108 | -83.43 | 12-31-2023 |
| GABELLI HLTHCARE & WELLNESS | SHS | 2603 | $273,122 | 29,274 | 0.00 | 0.00 | -2,604 | -8.17 | 12-31-2023 |
| BJS RESTAURANTS INC | COM | 2604 | $272,308 | 7,562 | 0.00 | 0.00 | 7,517 | 16704.44 | 12-31-2023 |
