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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD SHORT TERM BOND | ETF | 2101 | $1,993 | 26 | 0.00 | 0.00 | -31 | -54.39 | 03-31-2024 |
| SAP SE SPON ADR | ADR | 2102 | $1,950 | 10 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES CORE GROWTH ALLOCATION ETF | ETF | 2103 | $1,948 | 35 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ABACUS LIFE INC WT EXP 063028 | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | -6,000 | -46.15 | 12-31-2023 |
