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 |
|---|---|---|---|---|---|---|---|---|---|
| ITEOS THERAPEUTICS INC | COM | 3151 | $199,268 | 18,198 | 0.00 | 18,198 | +Inf | 12-31-2023 | |
| GRIFOLS S A | SP ADR REP B NVT | 3152 | $199,248 | 17,236 | 0.00 | 0.00 | -2,873 | -14.29 | 12-31-2023 |
| UMH PPTYS INC | COM | 3153 | $199,145 | 12,999 | 0.00 | 12,999 | +Inf | 12-31-2023 | |
| ARCHROCK INC | COM | 3154 | $198,822 | 12,911 | 0.00 | 0.00 | 803 | 6.63 | 12-31-2023 |
