Plante Moran Financial Advisors, LLC Purchases in Q3 2024

Plante Moran Financial Advisors, LLC

  • $1.17 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
184
+ 8.37%
$64.57 - $71.76 $11.9K - $13.2K
2.38K $170K
BMY
Bristol Myers Squibb CO

Healthcare
89
+ 4.17%
$39.66 - $51.75 $3.53K - $4.61K
2.22K $115K
VT
Vanguard Total World Stk Index

ETFs
73
+ 2.88%
$107.72 - $119.96 $7.86K - $8.76K
2.61K $311K
XLF
Financial Sector Spdr

ETFs
431
+ 25.59%
$40.84 - $45.74 $17.6K - $19.7K
2.12K $95K
URNM
Sprott Fds Tr Uranium Miners E

ETFs
582
New
$37.45 - $52.79 $21.8K - $30.7K
582 $26K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
517
New
$44.65 - $47.21 $23.1K - $24.4K
517 $24K
HDV
Ishares Core High Dividend ETF

ETFs
196
New
$107.62 - $118.76 $21.1K - $23.3K
196 $23K
MSI
Motorola Solutions, Inc.

Technology
16
+ 6.67%
$385.65 - $450.49 $6.17K - $7.21K
256 $115K
FITB
Fifth Third Bancorp

Financial Services
18
+ 0.51%
$36.01 - $43.64 $648 - $786
3.54K $151K
HEI
Heico Corp

Industrials
3
+ 0.54%
$220.59 - $267.96 $662 - $804
560 $146K
IJS
Ishares S&P Smallcap 600 Value

ETFs
43
+ 2.88%
$95.81 - $109.03 $4.12K - $4.69K
1.54K $165K
AEP
American Electric Power CO Inc

Utilities
106
+ 19.67%
$87.11 - $104.95 $9.23K - $11.1K
645 $66K
OKE
Oneok Inc

Energy
7
+ 0.38%
$78.62 - $95.27 $550 - $667
1.87K $170K
DD
Du Pont De Nemours, Inc.

Basic Materials
13
+ 0.64%
$77.22 - $89.49 $1K - $1.16K
2.05K $182K
UPST
Upstart Holdings, Inc.

Financial Services
158
+ 22.22%
$22.9 - $44.11 $3.62K - $6.97K
869 $34K
ATO
Atmos Energy Corp

Utilities
27
+ 4.08%
$114.08 - $138.75 $3.08K - $3.75K
688 $95K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
267
+ 44.13%
$48.51 - $52.86 $13K - $14.1K
872 $46K
IJK
Ishares S&P Midcap 400 Growth

ETFs
59
+ 1.9%
$84.81 - $93.54 $5K - $5.52K
3.17K $291K
PRU
Prudential Financial Inc

Financial Services
134
+ 62.04%
$105.53 - $127.32 $14.1K - $17.1K
350 $42K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
195
New
$91.42 - $91.82 $17.8K - $17.9K
195 $17K
TMUS
T Mobile Us, Inc.

Communication Services
31
+ 10.51%
$175.14 - $206.36 $5.43K - $6.4K
326 $67K
VTWO
Vanguard Russell 2000 ETF

ETFs
185
New
$81.17 - $90.77 $15K - $16.8K
185 $16K
IEV
Ishares Tr Europe ETF

ETFs
275
New
$53.25 - $58.78 $14.6K - $16.2K
275 $16K
PHYS
Sprott Physical Gold Trust

Financial Services
805
New
$18.12 - $20.72 $14.6K - $16.7K
805 $16K
VPU
Vanguard Utilities ETF

ETFs
72
+ 67.29%
$146.64 - $174.54 $10.6K - $12.6K
179 $31K
SIVR
Abrdn Silver ETF Trust

ETFs
447
+ 31.43%
$25.48 - $30.77 $11.4K - $13.8K
1.87K $55K
BX
Blackstone Inc.

Financial Services
4
+ 0.8%
$120.77 - $159.66 $483 - $639
504 $77K
IP
International Paper CO

Consumer Cyclical
342
New
$42.55 - $49.98 $14.6K - $17.1K
342 $16K
XLE
Energy Sector Spdr

ETFs
200
+ 32.0%
$84.35 - $93.39 $16.9K - $18.7K
825 $72K
XLV
Select Sector Spdr Fund Health

ETFs
3
+ 0.15%
$143.3 - $157.24 $430 - $472
1.97K $302K
PEG
Public Service Enterprise Group Inc

Utilities
9
+ 1.02%
$73.58 - $89.21 $662 - $803
889 $79K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
181
New
$81.31 - $83.29 $14.7K - $15.1K
181 $15K
XLK
Technology Sector Spdr

ETFs
73
+ 1.64%
$197.34 - $237.68 $14.4K - $17.4K
4.53K $1.02M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
138
+ 15.4%
$69.61 - $79.56 $9.61K - $11K
1.03K $81K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
141
+ 14.61%
$65.06 - $71.72 $9.17K - $10.1K
1.11K $78K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
144
+ 95.36%
$77.23 - $87.97 $11.1K - $12.7K
295 $25K
EWJ
Ishares Msci Japan ETF

ETFs
166
+ 55.15%
$63.12 - $72.99 $10.5K - $12.1K
467 $33K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
79
+ 4.78%
$58.03 - $65.37 $4.58K - $5.16K
1.73K $112K
JCI
Johnson Controls International PLC

Industrials
154
+ 427.78%
$65.52 - $77.61 $10.1K - $12K
190 $14K
KHC
Kraft Heinz CO

Consumer Defensive
254
+ 33.16%
$31.86 - $36.13 $8.09K - $9.18K
1.02K $35K
MS
Morgan Stanley

Financial Services
58
+ 9.28%
$92.07 - $106.96 $5.34K - $6.2K
683 $71K
NEOG
Neogen Corp

Healthcare
100
+ 1.39%
$14.73 - $17.71 $1.47K - $1.77K
7.3K $122K
PLD
Prologis, Inc.

Real Estate
12
+ 2.11%
$111.95 - $132.43 $1.34K - $1.59K
580 $73K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
41
+ 8.09%
$111.9 - $124.28 $4.59K - $5.1K
548 $67K
NRP
Natural Resource Partners LP

Energy
100
New
$83.14 - $100.53 $8.31K - $10.1K
100 $9K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
246
+ 17.31%
$42.59 - $60.56 $10.5K - $14.9K
1.67K $84K
ENB
Enbridge Inc

Energy
65
+ 5.81%
$35.27 - $41.18 $2.29K - $2.68K
1.18K $48K
WSM
Williams Sonoma Inc

Consumer Cyclical
297
+ 100.0%
$128.47 - $280.94 $38.2K - $83.4K
594 $92K
SYY
Sysco Corp

Consumer Defensive
5
+ 0.37%
$69.16 - $78.98 $346 - $395
1.37K $106K
Activity Summary
Buys All Purchases 330 New Holdings 154 Increased Positions 176 Sells All Sells 138 Reductions 137 Sold out 1 Options Calls 0 Puts 0
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