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 |
---|---|---|---|---|---|---|---|---|---|
NU HLDGS LTD ORD SHS CL A | Stock | 1401 | $2,649 | 318 | 0.00 | 318 | +Inf | 12-31-2023 | |
REGENERON PHARMACEUTICALS COM | Stock | 1402 | $2,635 | 3 | 0.00 | 3 | +Inf | 12-31-2023 | |
ISHARES MSCI EMERGING MARKETS EX CHINA ETF | ETF | 1403 | $2,604 | 47 | 0.00 | 47 | +Inf | 12-31-2023 | |
BOSTON SCIENTIFIC CORP COM | Stock | 1404 | $2,544 | 44 | 0.00 | 44 | +Inf | 12-31-2023 |