Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PLANTE MORAN FINANCIAL ADVISORS LLC | 02-05-2024 | 12-31-2023 | 842 | 956,649,309 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD S&P 500 ETF | ETF | 1 | $382,107,076 | 874,787 | 0.04 | 0.04 | 28,839 | 3.41 | 12-31-2023 |
| VANGUARD FTSE DEVELOPED MARKETS ETF | ETF | 2 | $86,213,977 | 1,799,874 | 0.01 | 0.01 | 105,483 | 6.23 | 12-31-2023 |
| PEPSICO INC COM | Stock | 3 | $63,388,110 | 373,223 | 0.01 | 0.01 | 10,911 | 3.01 | 12-31-2023 |
| ISHARES NATIONAL MUNI BOND ETF | ETF | 4 | $52,574,170 | 484,957 | 0.01 | 0.01 | -1,422 | -0.29 | 12-31-2023 |
