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 |
|---|---|---|---|---|---|---|---|---|---|
| AMERICA MOVIL SAB DE CV | SPON ADS RP CL B | 701 | $2,986 | 160 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ANTERO RESOURCES CORP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| NORDSTROM INC | COM | 703 | $2,818 | 139 | 0.00 | 139 | +Inf | 03-31-2024 | |
| ISHARES TR | EUROPE ETF | 704 | $2,784 | 50 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
