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 |
|---|---|---|---|---|---|---|---|---|---|
| JACK IN THE BOX INC | COM | 2801 | $241,150 | 2,954 | 0.00 | 2,954 | +Inf | 12-31-2023 | |
| VALARIS LTD | CL A | 2802 | $241,092 | 3,516 | 0.00 | 3,516 | +Inf | 12-31-2023 | |
| CARVANA CO | CL A | 2803 | $240,665 | 4,546 | 0.00 | 4,546 | +Inf | 12-31-2023 | |
| IPG PHOTONICS CORP | COM | 2804 | $240,416 | 2,215 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
