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 |
|---|---|---|---|---|---|---|---|---|---|
| VICTORY PORTFOLIOS II | SHORT TRM BD ETF | Liquidated | $0 | 0 | 0.00 | 2,219 | +Inf | 12-31-2023 | |
| B2GOLD CORP | COM | 3402 | $107,693 | 34,080 | 0.00 | 0.00 | 11,403 | 50.28 | 12-31-2023 |
| AVEANNA HEALTHCARE HLDGS INC | COM | 3403 | $107,200 | 40,000 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ADAPTHEALTH CORP | COMMON STOCK | 3404 | $105,989 | 14,539 | 0.00 | 14,539 | +Inf | 12-31-2023 |
