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 |
|---|---|---|---|---|---|---|---|---|---|
| STRIVE U.S. ENERGY ETF | ETF | 1051 | $26,053 | 832 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| LAKELAND FINL CORP COM | Stock | 1052 | $25,997 | 392 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| FIDELITY MSCI REAL ESTATE INDEX ETF | ETF | 1053 | $25,933 | 994 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| NUVEEN ESG EMERGING MARKETS EQUITY ETF | ETF | 1054 | $25,768 | 937 | 0.00 | 0.00 | 116 | 14.13 | 03-31-2024 |
