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 |
|---|---|---|---|---|---|---|---|---|---|
| PACCAR INC COM | Stock | 1201 | $17,728 | 143 | 0.00 | 0.00 | 112 | 361.29 | 03-31-2024 |
| ISHARES IBONDS 2024 TERM HIGH YIELD & INCOME ETF | ETF | 1202 | $17,708 | 760 | 0.00 | 0.00 | 8 | 1.06 | 03-31-2024 |
| ISHARES U.S. TELECOMMUNICATIONS ETF | ETF | 1203 | $17,701 | 805 | 0.00 | 0.00 | 5 | 0.62 | 03-31-2024 |
| YUM BRANDS INC COM | Stock | 1204 | $17,660 | 127 | 0.00 | 0.00 | 67 | 111.67 | 03-31-2024 |
