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 |
---|---|---|---|---|---|---|---|---|---|
LIBERTY MEDIA CORP DEL COM LBTY SRM S C | Stock | 951 | $8,260 | 287 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
EXTRA SPACE STORAGE INC COM | REIT | 952 | $8,177 | 51 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
DIGITAL RLTY TR INC COM | REIT | Liquidated | $0 | 0 | 0.00 | 0.00 | -83 | -55.33 | 12-31-2023 |
ISHARES MSCI ISRAEL ETF | ETF | 954 | $8,089 | 139 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |