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 |
---|---|---|---|---|---|---|---|---|---|
BRIGHTHOUSE FINL INC COM | Stock | 1751 | $265 | 5 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
CANOPY GROWTH CORP COM | Stock | Liquidated | $0 | 0 | 0.00 | 299 | +Inf | 12-31-2023 | |
GERON CORP COM | Stock | 1753 | $232 | 110 | 0.00 | 110 | +Inf | 12-31-2023 | |
SMILEDIRECTCLUB INC CL A COM | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |