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 |
|---|---|---|---|---|---|---|---|---|---|
| DICKS SPORTING GOODS INC COM | Stock | 751 | $14,695 | 100 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| VANGUARD UTILITIES ETF | ETF | 752 | $14,666 | 107 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| TRUIST FINL CORP COM | Stock | 753 | $14,546 | 394 | 0.00 | 0.00 | -629 | -61.49 | 12-31-2023 |
| VANGUARD FTSE PACIFIC ETF | ETF | 754 | $14,478 | 201 | 0.00 | 201 | +Inf | 12-31-2023 |
