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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES RUSSELL MID-CAP VALUE ETF | ETF | 601 | $98,384 | 785 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| FIRST SOLAR INC COM | Stock | 602 | $97,904 | 580 | 0.00 | 0.00 | -495 | -46.05 | 03-31-2024 |
| DOXIMITY INC CL A | Stock | 603 | $96,755 | 3,596 | 0.00 | 0.00 | 295 | 8.94 | 03-31-2024 |
| BOEING CO COM | Stock | 604 | $96,495 | 500 | 0.00 | 0.00 | -256 | -33.86 | 03-31-2024 |
