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 |
|---|---|---|---|---|---|---|---|---|---|
| CHURCH & DWIGHT CO INC | COM | 101 | $1,744,916 | 18,453 | 0.00 | 0.00 | -145 | -0.78 | 12-31-2023 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 102 | $1,711,821 | 20,634 | 0.00 | 0.00 | 781 | 3.93 | 12-31-2023 |
| UMH PPTYS INC | COM | 103 | $1,476,358 | 96,368 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ISHARES TR | CORE S&P500 ETF | 104 | $1,473,011 | 3,084 | 0.00 | 0.00 | 530 | 20.75 | 12-31-2023 |
