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 |
|---|---|---|---|---|---|---|---|---|---|
| STAGWELL INC | COM CL A | 3501 | $74,919 | 11,300 | 0.00 | 11,300 | +Inf | 12-31-2023 | |
| AIRSCULPT TECHNOLOGIES INC | COM | 3502 | $74,900 | 10,000 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| TPG RE FIN TR INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -616 | -5.29 | 12-31-2023 |
| SAFETY SHOT INC | COM NEW | 3504 | $73,840 | 21,037 | 0.00 | 21,037 | +Inf | 12-31-2023 |
