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 |
|---|---|---|---|---|---|---|---|---|---|
| QUEST DIAGNOSTICS INC COM | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | -331 | -97.07 | 12-31-2023 |
| APPLIED INDL TECHNOLOGIES INC COM | Stock | 2152 | $1,383 | 7 | 0.00 | 7 | +Inf | 03-31-2024 | |
| DOCUSIGN INC COM | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ARTESIAN RES CORP CL A | Stock | 2154 | $1,373 | 37 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
