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 |
|---|---|---|---|---|---|---|---|---|---|
| SOLITARIO RESOURCES CORP | COM | 3851 | $14,003 | 25,000 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| PROSOMNUS INC | COMMON STOCK | 3852 | $13,739 | 14,017 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| INVESCO EXCHANGE TRADED FD T | NEXT GEN MEDIA | Liquidated | $0 | 0 | 0.00 | 410 | +Inf | 12-31-2023 | |
| COMPASS INC | CL A | Liquidated | $0 | 0 | 0.00 | 4,578 | +Inf | 12-31-2023 |
