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 |
|---|---|---|---|---|---|---|---|---|---|
| SHELL PLC | SPON ADS | 601 | $461,000 | 7,017 | 0.03 | 0.03 | -474 | -6.33 | 12-31-2023 |
| EVERGY INC | COM | 602 | $458,000 | 8,770 | 0.03 | 0.03 | 443 | 5.32 | 12-31-2023 |
| GOLDMAN SACHS ETF TR | ACTIVEBETA EME | 603 | $457,000 | 14,894 | 0.03 | 0.04 | -3,037 | -16.94 | 12-31-2023 |
| INGERSOLL RAND INC | COM | 604 | $455,000 | 5,888 | 0.03 | 0.02 | 1,055 | 21.83 | 12-31-2023 |
