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 |
---|---|---|---|---|---|---|---|---|---|
SALESFORCE INCORPORATED | Com | 301 | $501,164 | 1,664 | 0.00 | 1,664 | +Inf | 03-31-2024 | |
NUANCE MID CAP VALUE FUND INSTL N/L | Mutual Funds | Liquidated | $0 | 0 | 0.00 | 40,050 | +Inf | 03-31-2024 | |
AMERICAN FUNDS BOND FUND OF AMERICA FUND CL F2 N/L | Mutual Funds | Liquidated | $0 | 0 | 0.00 | 43,176 | +Inf | 03-31-2024 | |
DELAWARE IVY MID CAP GROWTH FUND CL I N/L | Mutual Funds | Liquidated | $0 | 0 | 0.00 | 15,415 | +Inf | 03-31-2024 |