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 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
ISHARES U.S. REGIONAL BANKS ETF | ETF | 401 | $222,144 | 5,121 | 0.00 | 0.00 | -139 | -2.64 | 03-31-2024 |
CVS HEALTH CORP COM | Stock | 402 | $221,912 | 2,782 | 0.00 | 0.00 | -131 | -4.50 | 03-31-2024 |
DIREXION AUSPICE BROAD COMMODITY STRATEGY ETF | ETF | 403 | $221,204 | 7,816 | 0.00 | 0.00 | -803 | -9.32 | 03-31-2024 |
FIDELITY COVINGTON TRUST MSCI CONSUMER STAPLES INDEX ETF | ETF | 404 | $221,057 | 4,646 | 0.00 | 0.00 | -971 | -17.29 | 03-31-2024 |