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 |
|---|---|---|---|---|---|---|---|---|---|
| BCE INC COM NEW | Stock | 1451 | $9,692 | 285 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| NUVEEN ESG SMALL-CAP ETF | ETF | 1452 | $9,649 | 232 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| STAG INDL INC COM | REIT | 1453 | $9,648 | 251 | 0.00 | 251 | +Inf | 03-31-2024 | |
| INVESCO SOLAR ETF | ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | -444 | -76.68 | 12-31-2023 |
