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 |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TRUST ENHANCED SHORT MATURITY ETF | ETF | 151 | $1,263,240 | 21,188 | 0.00 | 0.00 | 5,850 | 38.14 | 03-31-2024 |
| TESLA INC COM | Stock | 152 | $1,234,397 | 7,022 | 0.00 | 0.00 | -16 | -0.23 | 03-31-2024 |
| CHECK POINT SOFTWARE TECH LTD ORD | Stock | 153 | $1,209,698 | 7,376 | 0.00 | 0.00 | -626 | -7.82 | 03-31-2024 |
| COCA COLA CO COM | Stock | 154 | $1,184,152 | 19,355 | 0.00 | 0.00 | -303 | -1.54 | 03-31-2024 |
