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 |
|---|---|---|---|---|---|---|---|---|---|
| EQUITY BANCSHARES INC | COM CL A | 951 | $2,238,112 | 66,021 | 0.00 | 0.00 | 904 | 1.39 | 12-31-2023 |
| CHECK POINT SOFTWARE TECH LT | ORD | 952 | $2,233,331 | 14,617 | 0.00 | 0.00 | 1,189 | 8.85 | 12-31-2023 |
| THOMSON REUTERS CORP. | COM | 953 | $2,221,374 | 15,192 | 0.00 | 0.00 | 2,115 | 16.17 | 12-31-2023 |
| UNIVERSAL DISPLAY CORP | COM | 954 | $2,211,743 | 11,564 | 0.00 | 0.00 | -361 | -3.03 | 12-31-2023 |
