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 |
|---|---|---|---|---|---|---|---|---|---|
| ORACLE CORP | COM | 151 | $456,934 | 4,334 | 0.00 | 0.00 | -500 | -10.34 | 12-31-2023 |
| NORFOLK SOUTHN CORP | COM | 152 | $422,648 | 1,788 | 0.00 | 0.00 | -20 | -1.11 | 12-31-2023 |
| MARRIOTT INTL INC NEW | CL A | 153 | $409,752 | 1,817 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| COLUMBIA ETF TR II | EM CORE EX ETF | 154 | $395,357 | 13,061 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
