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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | MSCI EMG MKT ETF | 351 | $26,845 | 653 | 0.00 | 0.00 | -98 | -13.05 | 03-31-2024 |
| FIRST TR EXCHANGE TRADED FD | UTILITIES ALPH | 352 | $26,780 | 825 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 353 | $26,670 | 600 | 0.00 | 600 | +Inf | 03-31-2024 | |
| RE MAX HLDGS INC | CL A | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
