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 |
|---|---|---|---|---|---|---|---|---|---|
| TESLA INC | COM | 51 | $178,092,346 | 773,983 | 0.00 | 0.00 | -65,454 | -7.80 | 12-31-2023 |
| ISHARES TR | CORE S&P SCP ETF | 52 | $176,633,136 | 1,631,715 | 0.00 | 0.00 | 126,680 | 8.42 | 12-31-2023 |
| JPMORGAN CHASE & CO | COM | 53 | $174,966,703 | 1,028,610 | 0.00 | 0.00 | -119,086 | -10.38 | 12-31-2023 |
| EXXON MOBIL CORP | COM | 54 | $162,587,238 | 1,626,198 | 0.00 | 0.00 | -94,156 | -5.47 | 12-31-2023 |
