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 |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO EXCH TRADED FD TR II | S&P GBL WATER | 501 | $10,607 | 191 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| 3M CO | COM | 502 | $10,607 | 100 | 0.00 | 0.00 | -200 | -66.67 | 03-31-2024 |
| ISHARES TR | MSCI EMG MKT ETF | 503 | $10,599 | 258 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ORGANON & CO | COMMON STOCK | 504 | $10,566 | 562 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
