Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
PLANTE MORAN FINANCIAL ADVISORS LLC | 02-05-2024 | 12-31-2023 | 842 | 956,649,309 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
VANGUARD MEGA CAP GROWTH ETF | ETF | 551 | $25,951 | 100 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
MARATHON OIL CORP COM | Stock | 552 | $25,658 | 1,062 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
ISHARES RUSSELL MID-CAP GROWTH ETF | ETF | 553 | $25,593 | 245 | 0.00 | 0.00 | 45 | 22.50 | 12-31-2023 |
VANGUARD FTSE EMERGING MARKETS ETF | ETF | 554 | $25,441 | 619 | 0.00 | 0.00 | 600 | 3157.89 | 12-31-2023 |