Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CREATIVEONE WEALTH LLC | 05-14-2024 | 03-31-2024 | 1287 | 2,509,370,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ORACLE CORP | COM | 401 | $1,183,000 | 9,419 | 0.05 | 0.04 | 3,056 | 48.03 | 03-31-2024 |
| ISHARES TR | CORE DIV GRWTH | 402 | $1,182,000 | 20,348 | 0.05 | 0.06 | 2,034 | 11.11 | 03-31-2024 |
| FIRST TR EXCHNG TRADED FD VI | TCW OPPORTUNIS | 403 | $1,174,000 | 26,930 | 0.05 | 26,930 | +Inf | 03-31-2024 | |
| SPDR SER TR | S&P DIVID ETF | 404 | $1,169,000 | 8,904 | 0.05 | 0.07 | 241 | 2.78 | 03-31-2024 |
