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 |
|---|---|---|---|---|---|---|---|---|---|
| KLAVIYO INC COM SER A | Stock | 1551 | $1,472 | 53 | 0.00 | 53 | +Inf | 12-31-2023 | |
| VANGUARD CONSUMER STAPLES ETF | ETF | Liquidated | $0 | 0 | 0.00 | 8 | +Inf | 12-31-2023 | |
| KEYCORP COM | Stock | 1553 | $1,440 | 100 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| VANGUARD SHORT-TERM CORPORATE BOND ETF | ETF | Liquidated | $0 | 0 | 0.00 | 19 | +Inf | 12-31-2023 |
