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 |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB CHARLES FAMILY FD | AMT TAX FREE MNY | 451 | $8,129,331 | 8,129,331 | 0.00 | 0.00 | 5,680,107 | 231.91 | 12-31-2023 |
| CROWN CASTLE INC | COM | 452 | $8,128,001 | 70,562 | 0.00 | 0.00 | -162,920 | -69.78 | 12-31-2023 |
| AUTODESK INC | COM | 453 | $8,069,975 | 33,144 | 0.00 | 0.00 | 6,644 | 25.07 | 12-31-2023 |
| ISHARES TR | GLOBAL REIT ETF | 454 | $8,034,061 | 332,261 | 0.00 | 0.00 | -8,040 | -2.36 | 12-31-2023 |
