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 |
|---|---|---|---|---|---|---|---|---|---|
| NEWMONT CORP | COM | 851 | $2,643,400 | 63,866 | 0.00 | 0.00 | 16,283 | 34.22 | 12-31-2023 |
| COMERICA INC | COM | 852 | $2,642,275 | 47,344 | 0.00 | 0.00 | -60,892 | -56.26 | 12-31-2023 |
| RIVIAN AUTOMOTIVE INC | COM CL A | 853 | $2,618,526 | 111,617 | 0.00 | 0.00 | -6,783 | -5.73 | 12-31-2023 |
| GDS HLDGS LTD | SPONSORED ADS | 854 | $2,613,144 | 286,529 | 0.00 | 0.00 | 81,493 | 39.75 | 12-31-2023 |
