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 |
|---|---|---|---|---|---|---|---|---|---|
| CBRE GROUP INC | CL A | 201 | $354,394 | 3,807 | 0.00 | 0.00 | -2,200 | -36.62 | 12-31-2023 |
| ARCHER DANIELS MIDLAND CO | COM | 202 | $347,379 | 4,810 | 0.00 | 0.00 | -1,592 | -24.87 | 12-31-2023 |
| TRUIST FINL CORP | COM | 203 | $338,225 | 9,161 | 0.00 | 0.00 | 349 | 3.96 | 12-31-2023 |
| ABBOTT LABS | COM | 204 | $328,670 | 2,986 | 0.00 | 0.00 | 209 | 7.53 | 12-31-2023 |
