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 |
|---|---|---|---|---|---|---|---|---|---|
| ULTA BEAUTY INC COM | Stock | 501 | $149,544 | 286 | 0.00 | 0.00 | -36 | -11.18 | 03-31-2024 |
| SPDR S&P 600 SMALL CAP VALUE ETF | ETF | 502 | $149,238 | 1,799 | 0.00 | 0.00 | -285 | -13.68 | 03-31-2024 |
| AIRBNB INC COM CL A | Stock | 503 | $148,959 | 903 | 0.00 | 0.00 | -86 | -8.70 | 03-31-2024 |
| VANECK IG FLOATING RATE ETF | ETF | 504 | $148,647 | 5,827 | 0.00 | 0.00 | 3,976 | 214.80 | 03-31-2024 |
