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 |
|---|---|---|---|---|---|---|---|---|---|
| NORTHWESTERN ENERGY GROUP IN | COM NEW | 2651 | $264,527 | 5,198 | 0.00 | 5,198 | +Inf | 12-31-2023 | |
| ENOVIX CORPORATION | COM | 2652 | $264,372 | 21,116 | 0.00 | 0.00 | 650 | 3.18 | 12-31-2023 |
| NEXTERA ENERGY PARTNERS LP | COM UNIT PART IN | 2653 | $263,846 | 8,676 | 0.00 | 0.00 | 8,581 | 9032.63 | 12-31-2023 |
| ADDUS HOMECARE CORP | COM | 2654 | $263,508 | 2,838 | 0.00 | 0.00 | 2,778 | 4630.00 | 12-31-2023 |
