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 |
|---|---|---|---|---|---|---|---|---|---|
| LIQUIDIA CORPORATION COM NEW | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| VANECK GOLD MINERS ETF | ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| MORNINGSTAR INC COM | Stock | 1153 | $19,427 | 63 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| TOLL BROTHERS INC COM | Stock | 1154 | $19,406 | 150 | 0.00 | 150 | +Inf | 03-31-2024 |
