Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CENTER FOR FINANCIAL PLANNING INC | 04-25-2024 | 03-31-2024 | 608 | 669,022,074 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| COMCAST CORP NEW | CL A | 101 | $443,861 | 10,239 | 0.00 | 0.00 | 1,178 | 13.00 | 03-31-2024 |
| ISHARES TR | EAFE VALUE ETF | 102 | $429,271 | 7,891 | 0.00 | 0.00 | -61 | -0.77 | 03-31-2024 |
| VISA INC | COM CL A | 103 | $418,668 | 1,500 | 0.00 | 0.00 | 43 | 2.95 | 03-31-2024 |
| ISHARES TR | MSCI EAFE ETF | 104 | $408,005 | 5,109 | 0.00 | 0.00 | 6 | 0.12 | 03-31-2024 |
