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 |
|---|---|---|---|---|---|---|---|---|---|
| NORTHERN TR CORP COM | Stock | 1801 | $50 | 1 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| FIRST REP BK SAN FRANCISCO CAL COM | Stock | 1802 | $43 | 1,053 | 0.00 | 0.00 | 900 | 588.24 | 12-31-2023 |
| VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF | ETF | 1803 | $43 | 1 | 0.00 | 1 | +Inf | 12-31-2023 | |
| INVESCO FTSE RAFI US 1500 SMALL-MID ETF | ETF | 1804 | $37 | 1 | 0.00 | 1 | +Inf | 12-31-2023 |
