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 |
---|---|---|---|---|---|---|---|---|---|
ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF | ETF | Liquidated | $0 | 0 | 0.00 | 176 | +Inf | 12-31-2023 | |
ISHARES CORE S&P U.S. GROWTH ETF | ETF | 902 | $9,265 | 89 | 0.00 | 0.00 | -27 | -23.28 | 12-31-2023 |
HP INC COM | Stock | 903 | $9,027 | 300 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
SEQUANS COMMUNICATIONS S A SPONSORED ADS | ADR | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |