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 |
|---|---|---|---|---|---|---|---|---|---|
| UNDER ARMOUR INC | CL A | 551 | $8,096 | 1,097 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ELECTRONIC ARTS INC | COM | 552 | $7,961 | 60 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES TR | RUSSELL 3000 ETF | 553 | $7,803 | 26 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| YUM CHINA HLDGS INC | COM | 554 | $7,799 | 196 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
