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 |
---|---|---|---|---|---|---|---|---|---|
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 |