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 |
|---|---|---|---|---|---|---|---|---|---|
| SELECT SECTOR SPDR TR | SBI INT-UTILS | 651 | $4,194,234 | 66,228 | 0.00 | 0.00 | -2,986 | -4.31 | 12-31-2023 |
| MARVELL TECHNOLOGY INC | COM | 652 | $4,186,139 | 69,410 | 0.00 | 0.00 | 6,705 | 10.69 | 12-31-2023 |
| SUNRUN INC | COM | 653 | $4,184,939 | 213,191 | 0.00 | 0.00 | -2,423 | -1.12 | 12-31-2023 |
| DIREXION SHS ETF TR | NAS100 EQL WGT | 654 | $4,180,116 | 49,387 | 0.00 | 0.00 | 18,826 | 61.60 | 12-31-2023 |
