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 |
|---|---|---|---|---|---|---|---|---|---|
| RINGCENTRAL INC | CL A | 3001 | $214,564 | 6,320 | 0.00 | 0.00 | -5,386 | -46.01 | 12-31-2023 |
| CION INVT CORP | COM | 3002 | $214,505 | 18,966 | 0.00 | 0.00 | 2,137 | 12.70 | 12-31-2023 |
| ARGAN INC | COM | 3003 | $213,830 | 4,570 | 0.00 | 4,570 | +Inf | 12-31-2023 | |
| NOBLE CORP PLC | ORD SHS A | 3004 | $213,734 | 4,438 | 0.00 | 4,438 | +Inf | 12-31-2023 |
