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 |
|---|---|---|---|---|---|---|---|---|---|
| NORTHWEST NAT HLDG CO COM | Stock | 301 | $399,517 | 10,734 | 0.00 | 0.00 | 800 | 8.05 | 03-31-2024 |
| META PLATFORMS INC CL A | Stock | 302 | $397,696 | 819 | 0.00 | 0.00 | -2,318 | -73.89 | 03-31-2024 |
| INNOVATOR U.S. EQUITY POWER BUFFER ETF - MAY | ETF | 303 | $396,527 | 12,212 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SPDR BARCLAYS CAPITAL SHORT TERM HIGH YIELD BOND ETF | ETF | 304 | $395,104 | 15,666 | 0.00 | 0.00 | 6,382 | 68.74 | 03-31-2024 |
