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 |
|---|---|---|---|---|---|---|---|---|---|
| VENTAS INC COM | REIT | 1151 | $4,951 | 99 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| CHECK POINT SOFTWARE TECH LTD ORD | Stock | 1152 | $4,889 | 32 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| VANECK GOLD MINERS ETF | ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| INVESCO MSCI SUSTAINABLE FUTURE ETF | ETF | 1154 | $4,724 | 100 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
