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 |
|---|---|---|---|---|---|---|---|---|---|
| FULGENT GENETICS INC | COM | 951 | $434 | 20 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| TILRAY BRANDS INC | COM | 952 | $413 | 167 | 0.00 | 167 | +Inf | 03-31-2024 | |
| ILLUMINA INC | COM | 953 | $412 | 3 | 0.00 | 3 | +Inf | 03-31-2024 | |
| LIBERTY MEDIA CORP DEL | COM LBTY LIV S A | 954 | $382 | 9 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
