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 |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO WATER RESOURCES ETF | ETF | 851 | $44,449 | 668 | 0.00 | 0.00 | 321 | 92.51 | 03-31-2024 |
| SPDR PORTFOLIO MORTGAGE BACKED BOND ETF | ETF | 852 | $44,361 | 2,042 | 0.00 | 0.00 | -1,500 | -42.35 | 03-31-2024 |
| TJX COS INC NEW COM | Stock | 853 | $43,812 | 432 | 0.00 | 0.00 | 30 | 7.46 | 03-31-2024 |
| SNAP ON INC COM | Stock | 854 | $43,248 | 146 | 0.00 | 0.00 | 113 | 342.42 | 03-31-2024 |
