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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | 0-3 MNTH TREASRY | 301 | $15,659,557 | 156,174 | 0.00 | 0.00 | 28,065 | 21.91 | 12-31-2023 |
| THE CIGNA GROUP | COM | 302 | $15,566,970 | 51,985 | 0.00 | 0.00 | 1,180 | 2.32 | 12-31-2023 |
| ASML HOLDING N V | N Y REGISTRY SHS | 303 | $15,494,265 | 20,470 | 0.00 | 0.00 | 3,726 | 22.25 | 12-31-2023 |
| CSX CORP | COM | 304 | $15,232,299 | 439,351 | 0.00 | 0.00 | 18,675 | 4.44 | 12-31-2023 |
