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 |
---|---|---|---|---|---|---|---|---|---|
REPUBLIC SVCS INC COM | Stock | 301 | $82,620 | 501 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
COMMUNICATION SERVICES SELECT SECTOR SPDR FUND | ETF | 302 | $82,251 | 1,132 | 0.00 | 0.00 | -30 | -2.58 | 12-31-2023 |
HUBBELL INC COM | Stock | 303 | $82,233 | 250 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
PAYCHEX INC COM | Stock | 304 | $81,352 | 683 | 0.00 | 0.00 | -318 | -31.77 | 12-31-2023 |