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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES NORTH AMERICAN NATURAL RESOURCES | ETF | 951 | $33,646 | 748 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| IDEXX LABS INC COM | Stock | 952 | $33,476 | 62 | 0.00 | 0.00 | 27 | 77.14 | 03-31-2024 |
| ANALOG DEVICES INC COM | Stock | 953 | $33,427 | 169 | 0.00 | 0.00 | -40 | -19.14 | 03-31-2024 |
| WISDOMTREE U.S. MIDCAP FUND | ETF | 954 | $33,378 | 547 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
