Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ADVANCE CAPITAL MANAGEMENT INC | 07-08-2024 | 06-30-2024 | 150 | 2,113,175,690 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VALUE ETF | 51 | $967,702 | 6,033 | 0.00 | 0.00 | -897 | -12.94 | 06-30-2024 |
| WISDOMTREE TR | US QTLY DIV GRT | 52 | $944,964 | 12,107 | 0.00 | 0.00 | 541 | 4.68 | 06-30-2024 |
| VANGUARD INDEX FDS | EXTEND MKT ETF | 53 | $926,569 | 5,489 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| CAPITAL GROUP GBL GROWTH EQT | SHS CREATION UNI | 54 | $915,086 | 31,083 | 0.00 | 0.00 | 17,447 | 127.95 | 06-30-2024 |
