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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD WELLINGTON FD | US QUALITY | 3051 | $210,193 | 1,662 | 0.00 | 1,662 | +Inf | 12-31-2023 | |
| BLACKROCK ENHANCD CAP & INM | COM | 3052 | $209,639 | 11,034 | 0.00 | 0.00 | -684 | -5.84 | 12-31-2023 |
| ADAM NAT RES FD INC | COM | Liquidated | $0 | 0 | 0.00 | 9,067 | +Inf | 12-31-2023 | |
| VANECK ETF TRUST | RARE EARTH/STRTG | Liquidated | $0 | 0 | 0.00 | 0.00 | -963 | -23.43 | 12-31-2023 |
