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 |
|---|---|---|---|---|---|---|---|---|---|
| CANADIAN PACIFIC KANSAS CITY COM | Stock | 1351 | $11,991 | 136 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| FISERV INC COM | Stock | 1352 | $11,987 | 75 | 0.00 | 75 | +Inf | 03-31-2024 | |
| PGIM ACTIVE HIGH YIELD BOND ETF | ETF | 1353 | $11,985 | 342 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF | ETF | 1354 | $11,874 | 461 | 0.00 | 0.00 | 2 | 0.44 | 03-31-2024 |
