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 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
PARAMOUNT GLOBAL CLASS B COM | Stock | 1601 | $6,991 | 594 | 0.00 | 0.00 | 116 | 24.27 | 03-31-2024 |
APA CORPORATION COM | Stock | 1602 | $6,981 | 203 | 0.00 | 0.00 | 2 | 1.00 | 03-31-2024 |
INVESCO AI AND NEXT GEN SOFTWARE ETF | ETF | 1603 | $6,967 | 154 | 0.00 | 0.00 | 46 | 42.59 | 03-31-2024 |
PENN ENTERTAINMENT INC COM | Stock | 1604 | $6,883 | 378 | 0.00 | 0.00 | 48 | 14.55 | 03-31-2024 |