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 |
|---|---|---|---|---|---|---|---|---|---|
| MATTEL INC | COM | 801 | $1,922 | 97 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| RINGCENTRAL INC | CL A | 802 | $1,911 | 55 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 803 | $1,875 | 9 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| WEYERHAEUSER CO MTN BE | COM NEW | 804 | $1,868 | 52 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
