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 |
|---|---|---|---|---|---|---|---|---|---|
| STARWOOD PPTY TR INC | COM | 401 | $18,846 | 927 | 0.00 | 927 | +Inf | 03-31-2024 | |
| SHERWIN WILLIAMS CO | COM | 402 | $18,756 | 54 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ROSS STORES INC | COM | 403 | $18,492 | 126 | 0.00 | 126 | +Inf | 03-31-2024 | |
| INDEPENDENCE RLTY TR INC | COM | 404 | $18,292 | 1,134 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
