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 |
|---|---|---|---|---|---|---|---|---|---|
| CAMBRIA ETF TR | GLB MOMENT ETF | 2901 | $227,398 | 8,272 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| FRONTIER COMMUNICATIONS PARE | COM | 2902 | $227,249 | 8,968 | 0.00 | 8,968 | +Inf | 12-31-2023 | |
| FIRST TRUST LRGCP GWT ALPHAD | COM SHS | 2903 | $227,118 | 2,073 | 0.00 | 2,073 | +Inf | 12-31-2023 | |
| ASPEN TECHNOLOGY INC | COM | 2904 | $227,098 | 1,032 | 0.00 | 0.00 | -162 | -13.57 | 12-31-2023 |
