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 |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TR NAS100 EQ WEIGHTED | SHS | 2751 | $248,756 | 2,118 | 0.00 | 0.00 | 63 | 3.07 | 12-31-2023 |
| RIOT PLATFORMS INC | COM | 2752 | $248,495 | 16,063 | 0.00 | 0.00 | -9,619 | -37.45 | 12-31-2023 |
| NAVIENT CORPORATION | COM | 2753 | $248,298 | 13,335 | 0.00 | 0.00 | 217 | 1.65 | 12-31-2023 |
| SPDR SER TR | PORTFLI INTRMDIT | 2754 | $248,272 | 8,693 | 0.00 | 0.00 | 4,273 | 96.67 | 12-31-2023 |
