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 |
|---|---|---|---|---|---|---|---|---|---|
| PIEDMONT LITHIUM INC COM | Stock | 1851 | $3,996 | 300 | 0.00 | 0.00 | -1,270 | -80.89 | 03-31-2024 |
| PEMBINA PIPELINE CORP COM | Stock | 1852 | $3,993 | 113 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SPDR PORTFOLIO CORPORATE BOND ETF | ETF | 1853 | $3,988 | 137 | 0.00 | 137 | +Inf | 03-31-2024 | |
| KRONOS WORLDWIDE INC COM | Stock | Liquidated | $0 | 0 | 0.00 | 400 | +Inf | 03-31-2024 |
