Plante Moran Financial Advisors, LLC New Holdings in Q4 2024

Plante Moran Financial Advisors, LLC

  • $1.2 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VIV
Telefonica Brasil S.A.

Communication Services
200
New
$7.5 - $10.25 $1.5K - $2.05K
200 $1K
PDT
John Hancock Premium Dividend Fund

Financial Services
100
New
$12.01 - $13.54 $1.2K - $1.35K
100 $1K
JQC
Nuveen Credit Strategies Income Fund

Financial Services
280
New
$5.64 - $5.93 $1.58K - $1.66K
280 $1K
VVR
Invesco Senior Income Trust

Financial Services
325
New
$3.83 - $4.07 $1.24K - $1.32K
325 $1K
INT
World Fuel Services Corp

Energy
66
New
N/A
66 $1K
MPLX
Mplx LP

Energy
25
New
$43.77 - $51.66 $1.09K - $1.29K
25 $1K
JRS
Nuveen Real Estate Income Fund

Financial Services
134
New
$8.09 - $9.64 $1.08K - $1.29K
134 $1K
QBTS
D Wave Quantum Inc.

Technology
144
New
$0.89 - $9.91 $128 - $1.43K
144 $1K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
19
New
$74.5 - $78.37 $1.42K - $1.49K
19 $1K
Cooper Cos Inc Com
92
New
N/A
92 $0
Grayscale Bitcoin Mini Trust ETF
284
New
N/A
284 $0
EMLP
First Tr Exchange Traded Iv

ETFs
0
New
$33.69 - $38.24 $0 - $0
0 $0
Direxion Daily 20 Year Treasury Bull 3 X Shares
153
New
N/A
153 $0
SYM
Symbotic Inc.

Financial Services
17
New
$22.73 - $38.78 $386 - $659
17 $0
Cava Group Inc Com
125
New
N/A
125 $0
FDL
First Tr Morningstar Dividend

ETFs
0
New
$39.59 - $43.95 $0 - $0
0 $0
Talen Energy Corp Com
5
New
N/A
5 $0
SRE
Sempra Energy

Utilities
0
New
$80.81 - $94.77 $0 - $0
0 $0
CYBR
Cyber Ark Software Ltd.

Technology
2
New
$274.1 - $333.15 $548 - $666
2 $0
FTA
First Tr Large Cap Value

ETFs
0
New
$75.21 - $83.49 $0 - $0
0 $0
UUP
Invesco Db Us Dollar Index Bullish Fund

ETFs
34
New
$28.3 - $30.67 $962 - $1.04K
34 $0
ALCC
Alt C Acquisition Corp.

Financial Services
500
New
N/A
500 $0
SA
Seabridge Gold Inc

Basic Materials
37
New
$11.27 - $20.51 $417 - $759
37 $0
Qxo Inc Com New
642
New
N/A
642 $0
Astera Labs Inc Com
4
New
N/A
4 $0
Ishares Bitcoin Trust ETF
1.04K
New
N/A
1.04K $0
ENZL
Ishares Tr Msci New Zealand Et

ETFs
0
New
$44.17 - $49.45 $0 - $0
0 $0
MCR
Mfs Charter Income Trust

Financial Services
122
New
$6.16 - $6.57 $752 - $802
122 $0
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
4
New
$100.16 - $100.7 $401 - $403
4 $0
Natwest Group PLC Spons Adr
409
New
N/A
409 $0
Net Lease Office Properties Com
9
New
N/A
9 $0
NOA
North American Construction Group Ltd.

Energy
0
New
$16.8 - $21.61 $0 - $0
0 $0
Grayscale Ethereum Mini Trust ETF
70
New
N/A
70 $0
DPZ
Dominos Pizza Inc

Consumer Cyclical
0
New
$408.59 - $476.19 $0 - $0
0 $0
Activity Summary
Buys All Purchases 309 New Holdings 135 Increased Positions 174 Sells All Sells 182 Reductions 179 Sold out 3 Options Calls 0 Puts 0
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