Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 04-23-2024 | 03-31-2024 | 323 | 565,497,702 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
LOWES COS INC | COM | 401 | $13,246 | 52 | 0.00 | 0.00 | -300 | -85.23 | 03-31-2024 |
COOPER COS INC | COM NEW | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ROCKWELL AUTOMATION INC | COM | 403 | $13,110 | 45 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SPDR SER TR | S&P 600 SMCP GRW | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |