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 |
|---|---|---|---|---|---|---|---|---|---|
| BLACKROCK SCIENCE & TECHNOLOGY SHS | CEF | 901 | $38,175 | 1,034 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| HUNT J B TRANS SVCS INC COM | Stock | 902 | $38,135 | 191 | 0.00 | 0.00 | 56 | 41.48 | 03-31-2024 |
| SCHWAB U.S. BROAD MARKET ETF | ETF | 903 | $37,912 | 621 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| BRISTOL-MYERS SQUIBB CO COM | Stock | 904 | $37,853 | 698 | 0.00 | 0.00 | 112 | 19.11 | 03-31-2024 |
