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 |
|---|---|---|---|---|---|---|---|---|---|
| OPKO HEALTH INC | COM | 3651 | $41,172 | 27,266 | 0.00 | 0.00 | -71,479 | -72.39 | 12-31-2023 |
| SPDR SER TR | SPDR MSCI USA GE | Liquidated | $0 | 0 | 0.00 | 473 | +Inf | 12-31-2023 | |
| GALECTIN THERAPEUTICS INC | COM NEW | 3653 | $40,195 | 24,214 | 0.00 | 0.00 | 4,000 | 19.79 | 12-31-2023 |
| ATAI LIFE SCIENCES NV | SHS | 3654 | $39,787 | 28,218 | 0.00 | 0.00 | 2,406 | 9.32 | 12-31-2023 |
