Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CREATIVEONE WEALTH LLC | 05-14-2024 | 03-31-2024 | 1287 | 2,509,370,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| GLOBAL X FDS | CLOUD COMPUTNG | 301 | $1,679,000 | 77,211 | 0.07 | 0.10 | 8,349 | 12.12 | 03-31-2024 |
| TJX COS INC NEW | COM | 302 | $1,678,000 | 16,538 | 0.07 | 0.04 | 9,624 | 139.20 | 03-31-2024 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 303 | $1,664,000 | 22,915 | 0.07 | 0.11 | 390 | 1.73 | 03-31-2024 |
| ISHARES TR | A RATE CP BD ETF | 304 | $1,649,000 | 34,722 | 0.07 | 0.06 | 16,368 | 89.18 | 03-31-2024 |
