Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
PLANTE MORAN FINANCIAL ADVISORS LLC | 02-05-2024 | 12-31-2023 | 842 | 956,649,309 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
VERISIGN INC COM | Stock | 1001 | $7,209 | 35 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
FRANKLIN FTSE JAPAN ETF | ETF | Liquidated | $0 | 0 | 0.00 | 272 | +Inf | 12-31-2023 | |
READY CAPITAL CORP COM | REIT | 1003 | $7,175 | 700 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
VMWARE INC CL A COM | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |