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 |
|---|---|---|---|---|---|---|---|---|---|
| ALLOGENE THERAPEUTICS INC | COM | 3451 | $90,875 | 28,310 | 0.00 | 0.00 | -5,291 | -15.75 | 12-31-2023 |
| AVEPOINT INC | COM CL A | 3452 | $90,597 | 11,035 | 0.00 | 11,035 | +Inf | 12-31-2023 | |
| EVGO INC | CL A COM | 3453 | $88,981 | 24,855 | 0.00 | 0.00 | -16,458 | -39.84 | 12-31-2023 |
| 3-D SYS CORP DEL | COM NEW | 3454 | $88,976 | 14,012 | 0.00 | 0.00 | 2,834 | 25.35 | 12-31-2023 |
