Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
ARBOR TRUST WEALTH ADVISORS LLC | 04-15-2024 | 03-31-2024 | 98 | 182,022,212 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
AMGEN INC | COM | 101 | $472,416 | 1,773 | 0.00 | 0.00 | -51 | -2.80 | 03-31-2024 |
BLACKROCK INC | COM | 102 | $455,301 | 581 | 0.00 | 0.00 | 91 | 18.57 | 03-31-2024 |
ISHARES TR | GNMA BOND ETF | 103 | $441,293 | 10,415 | 0.00 | 10,415 | +Inf | 03-31-2024 | |
HOME DEPOT INC | COM | 104 | $421,373 | 1,202 | 0.00 | 0.00 | 5 | 0.42 | 03-31-2024 |