Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CREATIVEONE WEALTH LLC | 05-14-2024 | 03-31-2024 | 1287 | 2,509,370,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AMETEK INC | COM | 851 | $388,000 | 2,123 | 0.02 | 2,123 | +Inf | 03-31-2024 | |
| DAVITA INC | COM | 852 | $387,000 | 2,806 | 0.02 | 2,806 | +Inf | 03-31-2024 | |
| TRACTOR SUPPLY CO | COM | 853 | $384,000 | 1,471 | 0.02 | 0.02 | -3 | -0.20 | 03-31-2024 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 854 | $383,000 | 7,584 | 0.02 | 0.02 | 1,753 | 30.06 | 03-31-2024 |
