Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CREATIVEONE WEALTH LLC | 05-14-2024 | 03-31-2024 | 1287 | 2,509,370,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANECK ETF TRUST | MRNGSTR WDE MOAT | 351 | $1,392,000 | 15,482 | 0.06 | 0.02 | 12,497 | 418.66 | 03-31-2024 |
| PACER FDS TR | LUNT LRG CP ALTR | 352 | $1,390,000 | 39,660 | 0.06 | 0.08 | 1,232 | 3.21 | 03-31-2024 |
| KINDER MORGAN INC DEL | COM | 353 | $1,381,000 | 75,303 | 0.06 | 0.04 | 37,336 | 98.34 | 03-31-2024 |
| ISHARES TR | S&P 100 ETF | 354 | $1,380,000 | 5,579 | 0.05 | 0.52 | -30,942 | -84.72 | 03-31-2024 |
