Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GW HENSSLER & ASSOCIATES LTD | 01-26-2024 | 12-31-2023 | 159 | 1,514,745,994 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TR EXCHNG TRADED FD VI | CBOE VEST FD DEP | 1 | $89,700,390 | 3,951,559 | 0.01 | 0.01 | 10,178 | 0.26 | 12-31-2023 |
| APPLE INC | COM | 2 | $63,189,366 | 328,205 | 0.00 | 0.00 | -6,165 | -1.84 | 12-31-2023 |
| MARATHON PETE CORP | COM | 3 | $48,724,432 | 328,420 | 0.00 | 0.00 | -19,716 | -5.66 | 12-31-2023 |
| ISHARES TR | S&P MC 400VL ETF | 4 | $45,618,238 | 400,020 | 0.00 | 0.00 | -2,806 | -0.70 | 12-31-2023 |
