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 |
|---|---|---|---|---|---|---|---|---|---|
| FORD MTR CO DEL COM | Stock | 351 | $283,178 | 21,324 | 0.00 | 0.00 | 910 | 4.46 | 03-31-2024 |
| INVESCO NASDAQ 100 ETF | ETF | 352 | $282,392 | 1,546 | 0.00 | 0.00 | -609 | -28.26 | 03-31-2024 |
| JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | ETF | 353 | $281,614 | 5,550 | 0.00 | 0.00 | -30 | -0.54 | 03-31-2024 |
| ELEVANCE HEALTH INC COM | Stock | 354 | $279,006 | 538 | 0.00 | 0.00 | -53 | -8.97 | 03-31-2024 |
