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 |
|---|---|---|---|---|---|---|---|---|---|
| MARTIN MARIETTA MATLS INC COM | Stock | 1351 | $2,993 | 6 | 0.00 | 6 | +Inf | 12-31-2023 | |
| SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF | ETF | 1352 | $2,958 | 41 | 0.00 | 41 | +Inf | 12-31-2023 | |
| BILL HOLDINGS INC COM | Stock | 1353 | $2,937 | 36 | 0.00 | 36 | +Inf | 12-31-2023 | |
| WABTEC COM | Stock | 1354 | $2,919 | 23 | 0.00 | 0.00 | 3 | 15.00 | 12-31-2023 |
