Plante Moran Financial Advisors, LLC Barclays Bank PLC Transaction History
Plante Moran Financial Advisors, LLC
- $1.16 Billion
- Q1 2025
Shares
3 transactions
Others Institutions Holding ATMP
# of Institutions
28Shares Held
16.3MCall Options Held
0Put Options Held
0-
Cibc Private Wealth Group, LLC15.6MShares$443 Million0.93% of portfolio
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Exencial Wealth Advisors, LLC Oklahoma City, OK227KShares$6.47 Million0.27% of portfolio
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Orion Portfolio Solutions, LLC71.1KShares$2.02 Million0.02% of portfolio
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Brinker Capital Investments, LLC54.7KShares$1.56 Million0.02% of portfolio
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Battery Global Advisors, LLC Boston, MA44.2KShares$1.26 Million0.77% of portfolio