Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| DHJJ FINANCIAL ADVISORS LTD | 04-11-2024 | 03-31-2024 | 815 | 226,011,627 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TR EXCHNG TRADED FD VI | CBOE VEST US EQT | 351 | $37,782 | 1,053 | 0.00 | 0.00 | 288 | 37.65 | 03-31-2024 |
| PFIZER INC | COM | 352 | $37,463 | 1,350 | 0.00 | 0.00 | 6 | 0.45 | 03-31-2024 |
| AIM ETF PRODUCTS TRUST | US LRGCP B20 DEC | 353 | $37,436 | 1,290 | 0.00 | 0.00 | 875 | 210.84 | 03-31-2024 |
| ECOLAB INC | COM | 354 | $36,944 | 160 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
