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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES ESG AWARE MSCI EM ETF | ETF | 801 | $51,052 | 1,584 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ROYCE VALUE TR INC COM | CEF | 802 | $50,607 | 3,336 | 0.00 | 0.00 | -1,199 | -26.44 | 03-31-2024 |
| INNOVATOR U.S. EQUITY BUFFER ETF - APRIL | ETF | 803 | $50,050 | 1,250 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| GLOBAL PMTS INC COM | Stock | 804 | $49,989 | 374 | 0.00 | 0.00 | 52 | 16.15 | 03-31-2024 |
