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
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
logo   

Please upgrade to premium to see all results. Signup if you don't have an account.

Login Signup
Debug Info- Version: 2.6