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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD WORLD FDS | CONSUM DIS ETF | 801 | $2,929,055 | 9,617 | 0.00 | 0.00 | -159 | -1.63 | 12-31-2023 |
| DARDEN RESTAURANTS INC | COM | 802 | $2,928,749 | 17,826 | 0.00 | 0.00 | 404 | 2.32 | 12-31-2023 |
| UNITED BANKSHARES INC WEST V | COM | 803 | $2,923,545 | 77,857 | 0.00 | 0.00 | 1,275 | 1.66 | 12-31-2023 |
| MGM RESORTS INTERNATIONAL | COM | 804 | $2,918,813 | 65,327 | 0.00 | 0.00 | -247 | -0.38 | 12-31-2023 |
