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 |
---|---|---|---|---|---|---|---|---|---|
INSPIRE SMALL/MID CAP ETF | ETF | 201 | $770,164 | 21,388 | 0.00 | 0.00 | -316,226 | -93.66 | 03-31-2024 |
ADVANCED MICRO DEVICES INC COM | Stock | 202 | $762,029 | 4,222 | 0.00 | 0.00 | 551 | 15.01 | 03-31-2024 |
CINCINNATI FINL CORP COM | Stock | 203 | $758,516 | 6,109 | 0.00 | 0.00 | 330 | 5.71 | 03-31-2024 |
VANGUARD TOTAL STOCK MARKET ETF | ETF | 204 | $757,587 | 2,915 | 0.00 | 0.00 | 66 | 2.32 | 03-31-2024 |