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 |
---|---|---|---|---|---|---|---|---|---|
AIRBNB INC COM CL A | Stock | 801 | $12,253 | 90 | 0.00 | 0.00 | 85 | 1700.00 | 12-31-2023 |
SCHLUMBERGER LTD COM STK | Stock | 802 | $12,177 | 234 | 0.00 | 0.00 | 44 | 23.16 | 12-31-2023 |
ELASTIC N V ORD SHS | Stock | 803 | $12,172 | 108 | 0.00 | 108 | +Inf | 12-31-2023 | |
TOTALENERGIES SE SPONSORED ADS | ADR | 804 | $12,128 | 180 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |