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
NORDIC AMERICAN TANKERS LIMI COM 901 $980 250 0.00 0.00 0 0.00 03-31-2024
WK KELLOGG CO COM SHS 902 $940 50 0.00 0.00 0 0.00 03-31-2024
EASTMAN KODAK CO COM NEW Liquidated $0 0 0.00 0.00 0 0.00 12-31-2023
TRANSOCEAN LTD REG SHS Liquidated $0 0 0.00 0.00 0 0.00 03-31-2024
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