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 |
|---|---|---|---|---|---|---|---|---|---|
| VISA INC COM CL A | Stock | 51 | $986,815 | 3,790 | 0.00 | 0.00 | -145 | -3.68 | 12-31-2023 |
| INVESCO FTSE RAFI US 1000 ETF | ETF | 52 | $984,720 | 27,975 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| COSTCO WHSL CORP NEW COM | Stock | 53 | $960,525 | 1,455 | 0.00 | 0.00 | 59 | 4.23 | 12-31-2023 |
| VANGUARD MID-CAP GROWTH ETF | ETF | 54 | $945,908 | 4,308 | 0.00 | 0.00 | 2,375 | 122.87 | 12-31-2023 |
