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 |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO EXCH TRADED FD TR II | S&P MDCP 400 REV | Liquidated | $0 | 0 | 0.00 | 350 | +Inf | 12-31-2023 | |
| IHEARTMEDIA INC | COM CL A | Liquidated | $0 | 0 | 0.00 | 10,378 | +Inf | 12-31-2023 | |
| SAB BIOTHERAPEUTICS INC | COM | 3703 | $32,669 | 47,518 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| FIRST BK WILLIAMSTOWN NEW JE | COM | Liquidated | $0 | 0 | 0.00 | 3,000 | +Inf | 12-31-2023 |
