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 |
|---|---|---|---|---|---|---|---|---|---|
| PNC FINL SVCS GROUP INC COM | Stock | 351 | $63,179 | 408 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| AT&T INC COM | Stock | 352 | $61,381 | 3,658 | 0.00 | 0.00 | -1,214 | -24.92 | 12-31-2023 |
| XAI OCTAGON FLOATING RATE & AL COM | CEF | 353 | $60,745 | 8,508 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| OCCIDENTAL PETE CORP COM | Stock | 354 | $59,710 | 1,000 | 0.00 | 0.00 | 800 | 400.00 | 12-31-2023 |
