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 |
|---|---|---|---|---|---|---|---|---|---|
| WELLS FARGO CO NEW | COM | 551 | $6,027 | 104 | 0.00 | 0.00 | -199 | -65.68 | 03-31-2024 |
| LISTED FD TR | TRUESHARES STRUC | 552 | $5,940 | 210 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| INVESCO EXCHANGE TRADED FD T | FTSE RAFI 1500 | Liquidated | $0 | 0 | 0.00 | 175 | +Inf | 03-31-2024 | |
| ZOETIS INC | CL A | 554 | $5,754 | 34 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
