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 |
|---|---|---|---|---|---|---|---|---|---|
| ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR | ADR | Liquidated | $0 | 0 | 0.00 | 0.00 | -119 | -65.75 | 12-31-2023 |
| IRON MTN INC DEL COM | REIT | Liquidated | $0 | 0 | 0.00 | 50 | +Inf | 03-31-2024 | |
| JANUS HENDERSON GROUP PLC ORD SHS | Stock | 1903 | $3,486 | 106 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| CHICAGO RIVET & MACH CO COM | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
