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 |
|---|---|---|---|---|---|---|---|---|---|
| CHARTER COMMUNICATIONS INC N | CL A | 851 | $1,454 | 5 | 0.00 | 5 | +Inf | 03-31-2024 | |
| STRATASYS LTD | SHS | 852 | $1,418 | 122 | 0.00 | 122 | +Inf | 03-31-2024 | |
| TEVA PHARMACEUTICAL INDS LTD | SPONSORED ADS | 853 | $1,411 | 100 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| NIKOLA CORP | COM | 854 | $1,403 | 1,349 | 0.00 | 0.00 | 349 | 34.90 | 03-31-2024 |
