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 |
|---|---|---|---|---|---|---|---|---|---|
| AQUA METALS INC | COM | 3601 | $50,084 | 65,900 | 0.00 | 0.00 | 100 | 0.15 | 12-31-2023 |
| STITCH FIX INC | COM CL A | 3602 | $49,945 | 13,990 | 0.00 | 0.00 | 3,349 | 31.47 | 12-31-2023 |
| VIRTUS STONE HBR EMRG MKTS I | COM | 3603 | $49,567 | 11,501 | 0.00 | 11,501 | +Inf | 12-31-2023 | |
| SENSEONICS HLDGS INC | COM | 3604 | $48,085 | 84,344 | 0.00 | 0.00 | -148 | -0.18 | 12-31-2023 |
