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 |
|---|---|---|---|---|---|---|---|---|---|
| VULCAN MATLS CO | COM | 901 | $2,413,649 | 10,632 | 0.00 | 0.00 | 1,267 | 13.53 | 12-31-2023 |
| WILLIAMS SONOMA INC | COM | 902 | $2,413,438 | 11,961 | 0.00 | 0.00 | 1,898 | 18.86 | 12-31-2023 |
| ISHARES TR | EXPANDED TECH | 903 | $2,408,235 | 5,937 | 0.00 | 0.00 | 399 | 7.20 | 12-31-2023 |
| NRG ENERGY INC | COM NEW | 904 | $2,398,503 | 46,393 | 0.00 | 0.00 | 716 | 1.57 | 12-31-2023 |
