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 |
|---|---|---|---|---|---|---|---|---|---|
| GENERAL ELECTRIC CO | COM NEW | 551 | $507,000 | 3,975 | 0.03 | 0.03 | 482 | 13.80 | 12-31-2023 |
| INNOVATOR ETFS TR | US EQTY PWR BUF | 552 | $505,000 | 14,523 | 0.03 | 14,523 | +Inf | 12-31-2023 | |
| LYONDELLBASELL INDUSTRIES N | SHS - A - | 553 | $505,000 | 5,311 | 0.03 | 0.03 | 1,405 | 35.97 | 12-31-2023 |
| SELECT SECTOR SPDR TR | FINANCIAL | 554 | $505,000 | 13,421 | 0.03 | 0.03 | -340 | -2.47 | 12-31-2023 |
