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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES ESG AWARE MSCI EAFE ETF | ETF | 1501 | $8,790 | 110 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ATLASSIAN CORPORATION CL A | Stock | 1502 | $8,780 | 45 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| INFORMATION SVCS GROUP INC COM | Stock | 1503 | $8,755 | 2,167 | 0.00 | 2,167 | +Inf | 03-31-2024 | |
| NATIONAL GRID PLC SPONSORED ADR NE | ADR | 1504 | $8,732 | 128 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
