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 |
---|---|---|---|---|---|---|---|---|---|
Truist Financial Corp. | Stock | Liquidated | $0 | 0 | 0.00 | 84,445 | +Inf | 06-30-2024 | |
Microsoft Corp. | Stock | Liquidated | $0 | 0 | 0.00 | 7,461 | +Inf | 06-30-2024 | |
Vanguard Total Stock Market ETF | ETF | 53 | $2,649,290 | 9,904 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
Berkshire Hathaway Inc. | Stock | Liquidated | $0 | 0 | 0.00 | 5,701 | +Inf | 06-30-2024 |