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 |
|---|---|---|---|---|---|---|---|---|---|
| CUMMINS INC | COM | 251 | $273,110 | 1,140 | 0.00 | 0.00 | -700 | -38.04 | 12-31-2023 |
| BEST BUY INC | COM | 252 | $268,892 | 3,435 | 0.00 | 0.00 | -700 | -16.93 | 12-31-2023 |
| NEXTERA ENERGY INC | COM | 253 | $267,803 | 4,409 | 0.00 | 0.00 | 403 | 10.06 | 12-31-2023 |
| STERLING INFRASTRUCTURE INC | COM | Liquidated | $0 | 0 | 0.00 | 3,635 | +Inf | 12-31-2023 |
