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 |
---|---|---|---|---|---|---|---|---|---|
MAGNA INTL INC COM | Stock | 1101 | $5,908 | 100 | 0.00 | 0.00 | -107 | -51.69 | 12-31-2023 |
INVESCO SOLAR ETF | ETF | 1102 | $5,869 | 110 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND | ETF | 1103 | $5,848 | 37 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
CONFLUENT INC CLASS A COM | Stock | 1104 | $5,780 | 247 | 0.00 | 247 | +Inf | 12-31-2023 |