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 |
|---|---|---|---|---|---|---|---|---|---|
| VIRTUS TOTAL RETURN FD INC COM | CEF | 1751 | $4,968 | 892 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| VANECK RARE EARTH/STRATEGIC METALS ETF | ETF | 1752 | $4,950 | 96 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES MSCI AUSTRALIA ETF | ETF | 1753 | $4,932 | 200 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| JACOBS SOLUTIONS INC COM | Stock | 1754 | $4,919 | 32 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
