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 |
|---|---|---|---|---|---|---|---|---|---|
| TREX CO INC | COM | 601 | $4,936,436 | 59,626 | 0.00 | 0.00 | 2,187 | 3.81 | 12-31-2023 |
| PUBLIC SVC ENTERPRISE GRP IN | COM | 602 | $4,924,379 | 80,530 | 0.00 | 0.00 | 3,467 | 4.50 | 12-31-2023 |
| FREEPORT-MCMORAN INC | CL B | 603 | $4,920,870 | 115,595 | 0.00 | 0.00 | 5,951 | 5.43 | 12-31-2023 |
| HARTFORD FINL SVCS GROUP INC | COM | 604 | $4,911,226 | 61,100 | 0.00 | 0.00 | 1,753 | 2.95 | 12-31-2023 |
