Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
ARBOR INVESTMENT ADVISORS LLC | 04-23-2024 | 03-31-2024 | 111 | 683,030,207 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
Discover Financial Services | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -40 | -1.33 | 03-31-2024 |
SPDR Gold Shares ETF | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 59 | 3.14 | 03-31-2024 |
UnitedHealth Group Inc. | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
Wells Fargo & Co. | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -897 | -10.17 | 03-31-2024 |