Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ARBOR TRUST WEALTH ADVISORS LLC | 04-15-2024 | 03-31-2024 | 98 | 182,022,212 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MCDONALDS CORP | COM | 51 | $1,907,557 | 7,100 | 0.00 | 0.00 | 103 | 1.47 | 03-31-2024 |
| WISDOMTREE TR | EMER MKT HIGH FD | 52 | $1,898,529 | 44,608 | 0.00 | 0.00 | 17,335 | 63.56 | 03-31-2024 |
| ISHARES TR | CORE S&P SCP ETF | 53 | $1,434,810 | 13,580 | 0.00 | 0.00 | 187 | 1.40 | 03-31-2024 |
| META PLATFORMS INC | CL A | 54 | $1,354,614 | 2,606 | 0.00 | 0.00 | -155 | -5.61 | 03-31-2024 |
