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
MOTLEY FOOL GLOBAL OPPORTUNITIES ETF ETF 701 $68,240 2,251 0.00 0.00 0 0.00 03-31-2024
ACTIVISION BLIZZARD INC COM Stock Liquidated $0 0 0.00 0.00 100 14.10 12-31-2023
MERCURY SYS INC COM Stock 703 $67,850 2,300 0.00 2,300 +Inf 03-31-2024
TEXAS INSTRS INC COM Stock 704 $67,111 385 0.00 0.00 46 13.57 03-31-2024
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