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 |
|---|---|---|---|---|---|---|---|---|---|
| PORTILLOS INC COM CL A | Stock | 1701 | $797 | 50 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| CENTERPOINT ENERGY INC COM | Stock | 1702 | $743 | 26 | 0.00 | 26 | +Inf | 12-31-2023 | |
| VANGUARD INTERMEDIATE-TERM TREASURY ETF | ETF | Liquidated | $0 | 0 | 0.00 | 13 | +Inf | 12-31-2023 | |
| DIGITAL WORLD ACQUISITION CORP CLASS A COM | Stock | 1704 | $735 | 42 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
