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 |
|---|---|---|---|---|---|---|---|---|---|
| DISCOVER FINL SVCS | COM | 751 | $2,360 | 18 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| GSK PLC | SPONSORED ADR | 752 | $2,358 | 55 | 0.00 | 55 | +Inf | 03-31-2024 | |
| MACYS INC | COM | 753 | $2,219 | 111 | 0.00 | 111 | +Inf | 03-31-2024 | |
| CERENCE INC | COM | 754 | $2,190 | 139 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
