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 |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO MSCI SUSTAINABLE FUTURE ETF | ETF | 1201 | $4,724 | 100 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| QUANTA SVCS INC COM | Stock | Liquidated | $0 | 0 | 0.00 | 25 | +Inf | 12-31-2023 | |
| KYNDRYL HLDGS INC COMMON STOCK | Stock | 1203 | $4,676 | 225 | 0.00 | 0.00 | 1 | 0.45 | 12-31-2023 |
| APA CORPORATION COM | Stock | 1204 | $4,664 | 130 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
