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 |
|---|---|---|---|---|---|---|---|---|---|
| AMERICAN VA 529 GROWTH FUND OF AMERICA CL F2 N/L | Mutual Funds | Liquidated | $0 | 0 | 0.00 | 6,437 | +Inf | 03-31-2024 | |
| INVESCO FLOATING RATE ESG FUND CL Y N/L | Mutual Funds | Liquidated | $0 | 0 | 0.00 | 57,411 | +Inf | 03-31-2024 | |
| ISHARES TR CORE S&P SCP ETF | Com | 353 | $387,704 | 3,508 | 0.00 | 3,508 | +Inf | 03-31-2024 | |
| COSTCO WHOLESALE CORPORATION NEW | Com | 354 | $386,096 | 527 | 0.00 | 527 | +Inf | 03-31-2024 |
