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 |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TRUST SENIOR LOAN FUND | ETF | 401 | $48,374 | 1,050 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ROYAL BK CDA COM | Stock | 402 | $47,936 | 474 | 0.00 | 0.00 | -150 | -24.04 | 12-31-2023 |
| AZEK CO INC CL A | Stock | 403 | $47,813 | 1,250 | 0.00 | 1,250 | +Inf | 12-31-2023 | |
| ROYAL CARIBBEAN GROUP COM | Stock | 404 | $47,782 | 369 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
