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 |
|---|---|---|---|---|---|---|---|---|---|
| EMPLOYERS HLDGS INC | COM | Liquidated | $0 | 0 | 0.00 | 50 | +Inf | 12-31-2023 | |
| SPECTRUM BRANDS HLDGS INC NE | COM | Liquidated | $0 | 0 | 0.00 | 25 | +Inf | 12-31-2023 | |
| BGSF INC | COM | Liquidated | $0 | 0 | 0.00 | 201 | +Inf | 12-31-2023 | |
| PACIRA BIOSCIENCES INC | COM | Liquidated | $0 | 0 | 0.00 | 62 | +Inf | 12-31-2023 |
