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 |
|---|---|---|---|---|---|---|---|---|---|
| NUVEEN QUALITY MUNCP INCOME FD COM | CEF | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| FIDELITY MSCI HEALTH CARE INDEX ETF | ETF | 752 | $58,188 | 834 | 0.00 | 0.00 | -583 | -41.14 | 03-31-2024 |
| ISHARES MSCI INDIA ETF | ETF | 753 | $58,142 | 1,127 | 0.00 | 0.00 | 300 | 36.28 | 03-31-2024 |
| PROGRESSIVE CORP COM | Stock | 754 | $58,116 | 281 | 0.00 | 0.00 | 163 | 138.14 | 03-31-2024 |
