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 |
|---|---|---|---|---|---|---|---|---|---|
| FOX CORP | CL A COM | 2951 | $220,975 | 7,448 | 0.00 | 0.00 | -2,184 | -22.67 | 12-31-2023 |
| CIENA CORP | COM NEW | 2952 | $220,909 | 4,908 | 0.00 | 0.00 | -795 | -13.94 | 12-31-2023 |
| QIFU TECHNOLOGY INC | AMERICAN DEP | 2953 | $220,531 | 13,940 | 0.00 | 13,940 | +Inf | 12-31-2023 | |
| MUELLER WTR PRODS INC | COM SER A | 2954 | $220,334 | 15,301 | 0.00 | 15,301 | +Inf | 12-31-2023 |
