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 |
|---|---|---|---|---|---|---|---|---|---|
| SANGAMO THERAPEUTICS INC | COM | 3951 | $7,438 | 13,690 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ISHARES TR | IBONDS DEC 2030 | Liquidated | $0 | 0 | 0.00 | 362 | +Inf | 12-31-2023 | |
| INOVIO PHARMACEUTICALS INC | COM NEW | 3953 | $7,158 | 14,035 | 0.00 | 0.00 | -350 | -2.43 | 12-31-2023 |
| SADOT GROUP INC | COM | 3954 | $6,961 | 17,380 | 0.00 | 0.00 | -3,500 | -16.76 | 12-31-2023 |
