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 |
|---|---|---|---|---|---|---|---|---|---|
| GILDAN ACTIVEWEAR INC | COM | 2701 | $254,628 | 7,702 | 0.00 | 7,702 | +Inf | 12-31-2023 | |
| KRATOS DEFENSE & SEC SOLUTIO | COM NEW | 2702 | $254,497 | 12,543 | 0.00 | 0.00 | 1,455 | 13.12 | 12-31-2023 |
| SPDR SER TR | PORTFOLIO LN TSR | 2703 | $254,477 | 8,769 | 0.00 | 0.00 | -21,040 | -70.58 | 12-31-2023 |
| HINGHAM INSTN SVGS MASS | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 375 | 37.99 | 12-31-2023 |
