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 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
CAMDEN PPTY TR SH BEN INT | REIT | Liquidated | $0 | 0 | 0.00 | 0 | NaN | 03-31-2024 | |
VANGUARD MORTGAGE-BACKED SECURITIES ETF | ETF | 2002 | $0 | 0 | 0.00 | 0.00 | -563 | -100.00 | 06-30-2024 |
VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF | ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | NaN | 06-30-2024 |
VANECK J. P. MORGAN EM LOCAL CURRENCY BOND ETF | ETF | 2004 | $0 | 0 | 0.00 | 0.00 | -594 | -100.00 | 06-30-2024 |