Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CREATIVEONE WEALTH LLC | 02-09-2024 | 12-31-2023 | 938 | 1,561,971,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | PORTFOLIO CRPORT | 301 | $1,195,000 | 40,641 | 0.08 | 0.07 | 4,428 | 12.23 | 12-31-2023 |
| AT&T INC | COM | 302 | $1,180,000 | 70,316 | 0.08 | 0.08 | 756 | 1.09 | 12-31-2023 |
| PACER FDS TR | US CASH COWS 100 | 303 | $1,158,000 | 22,268 | 0.07 | 0.08 | 695 | 3.22 | 12-31-2023 |
| ARK ETF TR | INNOVATION ETF | 304 | $1,158,000 | 22,107 | 0.07 | 22,107 | +Inf | 12-31-2023 |
