Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
WEST MICHIGAN ADVISORS LLC | 05-14-2024 | 03-31-2024 | 176 | 307,672,572 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
ISHARES TR CORE US AGGBD ET | Com | 101 | $1,966,733 | 20,081 | 0.00 | 20,081 | +Inf | 03-31-2024 | |
MEDTRONIC PLC SHS | COM | Liquidated | $0 | 0 | 0.00 | 22,258 | +Inf | 03-31-2024 | |
AMERICAN FUNDS AMCAP FUND CL F2 N/L | Mutual Funds | Liquidated | $0 | 0 | 0.00 | 53,192 | +Inf | 03-31-2024 | |
AMERICAN FUNDS EUROPACIFIC GROWTH FUND CL F2 N/L | Mutual Funds | Liquidated | $0 | 0 | 0.00 | 34,737 | +Inf | 03-31-2024 |