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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | S&P SML 600 GWT | 401 | $9,643,110 | 77,059 | 0.00 | 0.00 | -2,306 | -2.91 | 12-31-2023 |
| OCCIDENTAL PETE CORP | COM | 402 | $9,525,933 | 159,537 | 0.00 | 0.00 | 11,543 | 7.80 | 12-31-2023 |
| PROLOGIS INC. | COM | 403 | $9,521,919 | 71,432 | 0.00 | 0.00 | -1,558 | -2.13 | 12-31-2023 |
| ISHARES INC | MSCI JPN ETF NEW | 404 | $9,506,848 | 148,220 | 0.00 | 0.00 | -1,378 | -0.92 | 12-31-2023 |
