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 |
|---|---|---|---|---|---|---|---|---|---|
| PEPSICO INC | COM | 401 | $26,077 | 149 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ELEVANCE HEALTH INC | COM | 402 | $25,927 | 50 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ZILLOW GROUP INC | CL C CAP STK | 403 | $25,171 | 516 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| BLACKROCK INC | COM | 404 | $25,025 | 30 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
