Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CREATIVE FINANCIAL DESIGNS INC /ADV | 05-01-2024 | 03-31-2024 | 1669 | 1,057,296,481 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CASEYS GEN STORES INC COM | Stock | 1001 | $28,661 | 90 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| THE NECESSITY RETAIL REIT INC COM CLASS A | REIT | Liquidated | $0 | 0 | 0.00 | 0.00 | -1,406 | -25.14 | 12-31-2023 |
| ISHARES U.S. EQUITY FACTOR ETF | ETF | 1003 | $28,250 | 525 | 0.00 | 0.00 | -23 | -4.20 | 03-31-2024 |
| GSK PLC SPONSORED ADR | ADR | 1004 | $28,228 | 658 | 0.00 | 0.00 | -35 | -5.05 | 03-31-2024 |
