Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CENTER FOR FINANCIAL PLANNING INC | 04-25-2024 | 03-31-2024 | 608 | 669,022,074 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AUTOMATIC DATA PROCESSING IN | COM | 251 | $51,197 | 205 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| LULULEMON ATHLETICA INC | COM | 252 | $50,785 | 130 | 0.00 | 0.00 | 80 | 160.00 | 03-31-2024 |
| WD 40 CO | COM | 253 | $50,662 | 200 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| VANGUARD WORLD FD | HEALTH CAR ETF | 254 | $50,588 | 187 | 0.00 | 0.00 | 79 | 73.15 | 03-31-2024 |
