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 |
|---|---|---|---|---|---|---|---|---|---|
| PACER DEVELOPED MARKETS INTERNATIONAL CASH COWS 100 ETF | ETF | 1301 | $3,593 | 115 | 0.00 | 115 | +Inf | 12-31-2023 | |
| LUCID GROUP INC COM | Stock | 1302 | $3,579 | 850 | 0.00 | 0.00 | 30 | 3.66 | 12-31-2023 |
| LADDER CAP CORP CL A | REIT | 1303 | $3,453 | 300 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| CAPITAL ONE FINL CORP COM | Stock | 1304 | $3,409 | 26 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
