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 |
|---|---|---|---|---|---|---|---|---|---|
| RTX CORPORATION | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -554 | -6.42 | 03-31-2024 |
| NEXTERA ENERGY INCORPORATED | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -1,700 | -13.86 | 03-31-2024 |
| COCA COLA COMPANY | Com | 203 | $773,126 | 12,637 | 0.00 | 12,637 | +Inf | 03-31-2024 | |
| ISHARES TR CORE MSCI EAFE | Com | 204 | $759,048 | 10,227 | 0.00 | 10,227 | +Inf | 03-31-2024 |
