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 |
|---|---|---|---|---|---|---|---|---|---|
| GLOBAL MED REIT INC | COM NEW | 3251 | $159,107 | 14,334 | 0.00 | 0.00 | -6,732 | -31.96 | 12-31-2023 |
| IMMUNITYBIO INC | COM | 3252 | $158,823 | 31,638 | 0.00 | 31,638 | +Inf | 12-31-2023 | |
| INVESCO ADVANTAGE MUN INCOME | SH BEN INT | 3253 | $158,522 | 18,760 | 0.00 | 0.00 | 7,300 | 63.70 | 12-31-2023 |
| NUVEEN DYNAMIC MUN OPPORTUNI | COM SHS | Liquidated | $0 | 0 | 0.00 | 0.00 | -654 | -3.90 | 12-31-2023 |
