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
HORIZON BANCORP INC COM Stock Liquidated $0 0 0.00 0.00 0 0.00 03-31-2024
INVESCO S&P SMALLCAP LOW VOLATILITY ETF ETF 2002 $2,829 64 0.00 0.00 0 0.00 03-31-2024
INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - JULY ETF 2003 $2,808 100 0.00 0.00 0 0.00 03-31-2024
AXCELIS TECHNOLOGIES INC COM NEW Stock 2004 $2,788 25 0.00 0.00 0 0.00 03-31-2024
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