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 |
|---|---|---|---|---|---|---|---|---|---|
| NEOS ETF TRUST | NEOS S&P 500 HI | 651 | $1,108 | 22 | 0.00 | 0.00 | 8 | 57.14 | 03-31-2024 |
| RIVIAN AUTOMOTIVE INC | COM CL A | 652 | $1,095 | 100 | 0.00 | 100 | +Inf | 03-31-2024 | |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | 653 | $1,090 | 13 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 654 | $1,086 | 15 | 0.00 | 0.00 | -4 | -21.05 | 03-31-2024 |
