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 |
|---|---|---|---|---|---|---|---|---|---|
| PARKER-HANNIFIN CORP COM | Stock | 201 | $178,752 | 388 | 0.00 | 0.00 | -2 | -0.51 | 12-31-2023 |
| DIMENSIONAL U.S. CORE EQUITY 2 ETF | ETF | 202 | $178,009 | 6,090 | 0.00 | 0.00 | -916 | -13.07 | 12-31-2023 |
| NIKE INC CL B | Stock | 203 | $175,682 | 1,618 | 0.00 | 0.00 | 82 | 5.34 | 12-31-2023 |
| ISHARES RUSSELL 2000 VALUE ETF | ETF | 204 | $174,436 | 1,123 | 0.00 | 0.00 | 955 | 568.45 | 12-31-2023 |
