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 |
|---|---|---|---|---|---|---|---|---|---|
| MCDONALDS CORP | COM | 51 | $990,209 | 3,512 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| INVESCO EXCH TRADED FD TR II | S&P500 LOW VOL | 52 | $967,928 | 14,695 | 0.00 | 0.00 | -62 | -0.42 | 03-31-2024 |
| INNOVATOR ETFS TR | US EQUT BUFR AUG | 53 | $934,396 | 24,039 | 0.00 | 0.00 | -1,515 | -5.93 | 03-31-2024 |
| ISHARES TR | RUS 1000 ETF | 54 | $929,026 | 3,225 | 0.00 | 0.00 | 1 | 0.03 | 03-31-2024 |
