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 |
|---|---|---|---|---|---|---|---|---|---|
| XENIA HOTELS & RESORTS INC COM | REIT | 651 | $19,994 | 1,468 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| BANK HAWAII CORP COM | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| TETRA TECH INC NEW COM | Stock | 653 | $19,865 | 119 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| VANGUARD MATERIALS ETF | ETF | 654 | $19,754 | 104 | 0.00 | 0.00 | -2 | -1.89 | 12-31-2023 |
