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 |
|---|---|---|---|---|---|---|---|---|---|
| CROWDSTRIKE HLDGS INC CL A | Stock | 451 | $38,298 | 150 | 0.00 | 0.00 | 35 | 30.43 | 12-31-2023 |
| KENVUE INC COM | Stock | 452 | $38,173 | 1,773 | 0.00 | 0.00 | -184 | -9.40 | 12-31-2023 |
| FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | ETF | 453 | $37,634 | 262 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ISHARES GLOBAL TECH ETF | ETF | 454 | $37,499 | 550 | 0.00 | 0.00 | -80 | -12.70 | 12-31-2023 |
