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 |
|---|---|---|---|---|---|---|---|---|---|
| AMERICAN EXPRESS CO COM | Stock | 151 | $251,598 | 1,343 | 0.00 | 0.00 | 97 | 7.78 | 12-31-2023 |
| DT MIDSTREAM INC COMMON STOCK | Stock | 152 | $249,658 | 4,556 | 0.00 | 0.00 | 327 | 7.73 | 12-31-2023 |
| RTX CORPORATION COM | Stock | 153 | $247,119 | 2,937 | 0.00 | 0.00 | 71 | 2.48 | 12-31-2023 |
| ISHARES S&P MID-CAP 400 GROWTH ETF | ETF | 154 | $244,948 | 3,092 | 0.00 | 0.00 | 2,700 | 688.78 | 12-31-2023 |
