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 |
|---|---|---|---|---|---|---|---|---|---|
| LIBERTY BROADBAND CORP | COM SER A | Liquidated | $0 | 0 | 0.00 | 2,582 | +Inf | 12-31-2023 | |
| ISHARES INC | MSCI ITALY ETF | 2852 | $234,626 | 6,915 | 0.00 | 0.00 | -245 | -3.42 | 12-31-2023 |
| CAPITAL SOUTHWEST CORP | COM | 2853 | $234,512 | 9,895 | 0.00 | 9,895 | +Inf | 12-31-2023 | |
| VANECK ETF TRUST | JUNIOR GOLD MINE | 2854 | $234,310 | 6,181 | 0.00 | 0.00 | 6,070 | 5468.47 | 12-31-2023 |
