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 |
|---|---|---|---|---|---|---|---|---|---|
| ROPER TECHNOLOGIES INC COM | Stock | 501 | $31,620 | 58 | 0.00 | 0.00 | -15 | -20.55 | 12-31-2023 |
| STEEL DYNAMICS INC COM | Stock | 502 | $31,297 | 265 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF | ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| BECTON DICKINSON & CO COM | Stock | 504 | $30,723 | 126 | 0.00 | 0.00 | -9 | -6.67 | 12-31-2023 |
