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 |
|---|---|---|---|---|---|---|---|---|---|
| ALPS ETF TR | ACTIVE REIT ETF | Liquidated | $0 | 0 | 0.00 | 30 | +Inf | 12-31-2023 | |
| MIND MEDICINE MINDMED INC | COM NEW | Liquidated | $0 | 0 | 0.00 | 218 | +Inf | 12-31-2023 | |
| F&G ANNUITIES & LIFE INC | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 24 | +Inf | 12-31-2023 | |
| WRAP TECHNOLOGIES INC | COM | Liquidated | $0 | 0 | 0.00 | 350 | +Inf | 12-31-2023 |
