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 |
|---|---|---|---|---|---|---|---|---|---|
| SERVICENOW INC | COM | 301 | $40,408 | 53 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| EDISON INTL | COM | 302 | $40,317 | 570 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| TOPBUILD CORP | COM | 303 | $39,666 | 90 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| CONSTELLATION BRANDS INC | CL A | 304 | $39,406 | 145 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
