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 |
|---|---|---|---|---|---|---|---|---|---|
| HIGH TIDE INC | COM NEW | 3801 | $19,754 | 12,119 | 0.00 | 0.00 | -350 | -2.81 | 12-31-2023 |
| VROOM INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -4,288 | -19.56 | 12-31-2023 |
| GEVO INC | COM PAR | 3803 | $18,851 | 16,251 | 0.00 | 0.00 | -5,565 | -25.51 | 12-31-2023 |
| AGENUS INC | COM NEW | Liquidated | $0 | 0 | 0.00 | 16,393 | +Inf | 12-31-2023 |
