Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ACCEL WEALTH MANAGEMENT | 04-19-2024 | 03-31-2024 | 227 | 235,646,964 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| JANUS DETROIT STR TR | HENDRSN SHRT ETF | 1 | $11,431,664 | 235,704 | 0.00 | 0.01 | 336 | 0.14 | 03-31-2024 |
| ISHARES TR | CORE DIV GRWTH | 2 | $9,142,537 | 157,467 | 0.00 | 0.00 | 1,409 | 0.90 | 03-31-2024 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 3 | $5,781,747 | 22,246 | 0.00 | 0.00 | 4,882 | 28.12 | 03-31-2024 |
| FIRST TR EXCHANGE-TRADED FD | SENIOR LN FD | 4 | $5,659,677 | 122,477 | 0.00 | 0.00 | 70 | 0.06 | 03-31-2024 |
