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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | IBONDS 27 ETF | 701 | $3,683,654 | 153,935 | 0.00 | 0.00 | 90,561 | 142.90 | 12-31-2023 |
| WENDYS CO | COM | 702 | $3,672,369 | 188,520 | 0.00 | 0.00 | 3,036 | 1.64 | 12-31-2023 |
| VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | 703 | $3,671,592 | 13,559 | 0.00 | 0.00 | -313 | -2.26 | 12-31-2023 |
| NUSHARES ETF TR | NUVEEN ESG MIDCP | 704 | $3,664,931 | 86,580 | 0.00 | 0.00 | -1,680 | -1.90 | 12-31-2023 |
