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 |
|---|---|---|---|---|---|---|---|---|---|
| RENASANT CORP | COM | 3101 | $204,303 | 6,066 | 0.00 | 6,066 | +Inf | 12-31-2023 | |
| GETTY RLTY CORP NEW | COM | 3102 | $204,160 | 6,987 | 0.00 | 6,987 | +Inf | 12-31-2023 | |
| CITIZENS FINL SVCS INC | COM | 3103 | $204,062 | 3,153 | 0.00 | 0.00 | 123 | 4.06 | 12-31-2023 |
| SMART GLOBAL HLDGS INC | SHS | 3104 | $203,857 | 10,769 | 0.00 | 10,769 | +Inf | 12-31-2023 |
