Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PLANTE MORAN FINANCIAL ADVISORS LLC | 08-12-2024 | 06-30-2024 | 813 | 1,000,143,328 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| TJX COS INC NEW COM | Stock | 101 | $395,369 | 3,591 | 0.00 | 0.00 | 599 | 20.02 | 06-30-2024 |
| FIRST SOLAR INC COM | Stock | 102 | $393,653 | 1,746 | 0.00 | 0.00 | 40 | 2.34 | 06-30-2024 |
| CONOCOPHILLIPS COM | Stock | 103 | $390,297 | 3,412 | 0.00 | 0.00 | -50 | -1.44 | 06-30-2024 |
| BOEING CO COM | Stock | 104 | $385,210 | 2,116 | 0.00 | 0.00 | -108 | -4.86 | 06-30-2024 |
