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 |
|---|---|---|---|---|---|---|---|---|---|
| ALLEGION PLC ORD SHS | Stock | 701 | $16,850 | 133 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| DOORDASH INC CL A | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 54 | 34.18 | 12-31-2023 |
| CONMED CORP COM | Stock | 703 | $16,427 | 150 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| PG&E CORP COM | Stock | 704 | $16,317 | 905 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
