Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WEST MICHIGAN ADVISORS LLC | 05-14-2024 | 03-31-2024 | 176 | 307,672,572 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MFS RESEARCH FUND CL I N/L | Mutual Funds | Liquidated | $0 | 0 | 0.00 | 22,220 | +Inf | 03-31-2024 | |
| UNITEDHEALTH GROUP INCORPORATED | Com | 152 | $1,177,161 | 2,380 | 0.00 | 2,380 | +Inf | 03-31-2024 | |
| UNITEDHEALTH GROUP INCORPORATED | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -198 | -7.49 | 03-31-2024 |
| ISHARES TR RUS 1000 VAL ETF | COM | Liquidated | $0 | 0 | 0.00 | 7,442 | +Inf | 03-31-2024 |
