Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CREATIVEONE WEALTH LLC | 02-09-2024 | 12-31-2023 | 938 | 1,561,971,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TR EXCHNG TRADED FD VI | CBOE VEST US EQT | 451 | $659,000 | 18,840 | 0.04 | 18,840 | +Inf | 12-31-2023 | |
| CRANE NXT CO | COM | 452 | $655,000 | 11,512 | 0.04 | 0.05 | -889 | -7.17 | 12-31-2023 |
| PACER FDS TR | DATA & DIGI REVO | 453 | $650,000 | 17,701 | 0.04 | 0.04 | -315 | -1.75 | 12-31-2023 |
| TJX COS INC NEW | COM | 454 | $648,000 | 6,914 | 0.04 | 0.03 | 2,235 | 47.77 | 12-31-2023 |
