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 |
|---|---|---|---|---|---|---|---|---|---|
| STAR GROUP L P | UNIT LTD PARTNR | 3351 | $125,195 | 10,858 | 0.00 | 0.00 | 20 | 0.18 | 12-31-2023 |
| DOUBLELINE INCOME SOLUTIONS | COM | 3352 | $125,000 | 10,212 | 0.00 | 10,212 | +Inf | 12-31-2023 | |
| ABRDN TOTAL DYNAMIC DIVIDEND | COM SH BEN INT | 3353 | $124,398 | 15,434 | 0.00 | 0.00 | -8,853 | -36.45 | 12-31-2023 |
| FUELCELL ENERGY INC | COM | 3354 | $124,394 | 77,746 | 0.00 | 0.00 | 32 | 0.04 | 12-31-2023 |
