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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | ETF | 251 | $118,181 | 1,454 | 0.00 | 0.00 | -932 | -39.06 | 12-31-2023 |
| DOW INC COM | Stock | 252 | $118,180 | 2,155 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| KLA CORP COM NEW | Stock | 253 | $115,679 | 199 | 0.00 | 0.00 | 3 | 1.53 | 12-31-2023 |
| CSX CORP COM | Stock | 254 | $115,555 | 3,333 | 0.00 | 0.00 | -1,786 | -34.89 | 12-31-2023 |
