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 |
|---|---|---|---|---|---|---|---|---|---|
| SPDR BLOOMBERG 1-10 YEAR TIPS ETF | ETF | 2251 | $764 | 41 | 0.00 | 0.00 | -540 | -92.94 | 03-31-2024 |
| VERTEX ENERGY INC COM | Stock | 2252 | $728 | 520 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| INDIE SEMICONDUCTOR INC CLASS A COM | Stock | 2253 | $708 | 100 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| NEWELL BRANDS INC COM | Stock | 2254 | $691 | 86 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
