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 |
|---|---|---|---|---|---|---|---|---|---|
| SAN JUAN BASIN RTY TR UNIT BEN INT | Stock | 1651 | $999 | 197 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| MODERNA INC COM | Stock | 1652 | $995 | 10 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| OCCIDENTAL PETE CORP WT EXP 080327 | Stock | 1653 | $973 | 25 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| CONSTELLATION BRANDS INC CL A | Stock | 1654 | $967 | 4 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
