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 |
|---|---|---|---|---|---|---|---|---|---|
| WILEY JOHN & SONS INC CL A | Stock | 2301 | $381 | 10 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ARK GENOMIC REVOLUTION ETF | ETF | 2302 | $376 | 13 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| EXPRESS INC COM NEW | Stock | 2303 | $372 | 286 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SOFI TECHNOLOGIES INC COM | Stock | 2304 | $365 | 50 | 0.00 | 0.00 | -1,000 | -95.24 | 03-31-2024 |
