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 |
|---|---|---|---|---|---|---|---|---|---|
| ARES CAPITAL CORP | COM | 551 | $5,895,071 | 294,312 | 0.00 | 0.00 | 2,633 | 0.90 | 12-31-2023 |
| GOLDMAN SACHS ETF TR | JUST US LRG CP | 552 | $5,894,455 | 86,722 | 0.00 | 0.00 | 226 | 0.26 | 12-31-2023 |
| FIRST TR EXCHANGE TRADED FD | NASDAQ CYB ETF | 553 | $5,883,013 | 109,268 | 0.00 | 0.00 | -4,483 | -3.94 | 12-31-2023 |
| MOTOROLA SOLUTIONS INC | COM NEW | 554 | $5,868,221 | 18,742 | 0.00 | 0.00 | 1,927 | 11.46 | 12-31-2023 |
