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 |
|---|---|---|---|---|---|---|---|---|---|
| GENERAL MTRS CO | COM | 651 | $3,901 | 86 | 0.00 | 0.00 | 56 | 186.67 | 03-31-2024 |
| KRAFT HEINZ CO | COM | 652 | $3,838 | 104 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| BLUE OWL CAPITAL INC | COM CL A | 653 | $3,772 | 200 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ALCON AG | ORD SHS | 654 | $3,749 | 45 | 0.00 | 0.00 | 25 | 125.00 | 03-31-2024 |
