Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
ARBOR INVESTMENT ADVISORS LLC | 08-05-2024 | 06-30-2024 | 101 | 683,850,422 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
iShares Russell 2000 Growth ETF | ETF | 201 | $294,153 | 1,120 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
PepsiCo Inc. | Common | 202 | $293,425 | 1,779 | 0.00 | 1,779 | +Inf | 06-30-2024 | |
iShares MSCI World ETF | ETF | 203 | $290,555 | 1,970 | 0.00 | 0.00 | 14 | 0.72 | 06-30-2024 |
iShares MSCI KLD 400 Social ETF | ETF | 204 | $287,568 | 2,769 | 0.00 | 0.00 | 1 | 0.04 | 06-30-2024 |