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 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
ISHARES MSCI EAFE MIN VOL FACTOR ETF | ETF | 1951 | $3,000 | 42 | 0.00 | 0.00 | -17 | -28.81 | 03-31-2024 |
AQUESTIVE THERAPEUTICS INC COM | Stock | 1952 | $2,982 | 700 | 0.00 | 700 | +Inf | 03-31-2024 | |
ORIX CORP SPONSORED ADR | ADR | 1953 | $2,975 | 27 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ABRDN BLOOMBERG ALL COMMODITY STRATEGY K-1 FREE ETF | ETF | 1954 | $2,966 | 150 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |