Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
CREATIVEONE WEALTH LLC | 05-14-2024 | 03-31-2024 | 1287 | 2,509,370,000 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
ISHARES TR | INTRM GOV CR ETF | 651 | $568,000 | 5,466 | 0.02 | 0.04 | 0 | 0.00 | 03-31-2024 |
AMPLIFY ETF TR | HIGH INCOME | 652 | $568,000 | 47,079 | 0.02 | 0.02 | 18,807 | 66.52 | 03-31-2024 |
VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 653 | $562,000 | 5,083 | 0.02 | 0.02 | 2,206 | 76.68 | 03-31-2024 |
SHELL PLC | SPON ADS | 654 | $561,000 | 8,378 | 0.02 | 0.03 | 1,361 | 19.40 | 03-31-2024 |