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 NATURAL GAS ETF | ETF | Liquidated | $0 | 0 | 0.00 | 250 | +Inf | 03-31-2024 | |
| CAPITAL GROUP CORE BOND ETF | ETF | 1652 | $6,057 | 233 | 0.00 | 233 | +Inf | 03-31-2024 | |
| PIONEER DIVERSIFIED HIGH INC COM | CEF | Liquidated | $0 | 0 | 0.00 | 0.00 | 16 | 2.75 | 12-31-2023 |
| SMARTETFS DIVIDEND BUILDER ETF | ETF | 1654 | $5,988 | 219 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
