Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MARSHALL FINANCIAL GROUP LLC | 04-19-2024 | 03-31-2024 | 173 | 347,736,839 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| HARTFORD FDS EXCHANGE TRADED | TOTAL RTRN ETF | 1 | $29,366,442 | 870,375 | 0.01 | 0.01 | 125,682 | 16.88 | 03-31-2024 |
| JANUS DETROIT STR TR | HENDRSON AAA CL | 2 | $25,206,293 | 496,774 | 0.01 | 0.00 | 364,261 | 274.89 | 03-31-2024 |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 3 | $14,088,007 | 259,735 | 0.00 | 0.00 | 141,638 | 119.93 | 03-31-2024 |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | 4 | $12,999,165 | 265,019 | 0.00 | 0.00 | 36,391 | 15.92 | 03-31-2024 |
