Plante Moran Financial Advisors, LLC Sells in Q3 2024

Plante Moran Financial Advisors, LLC

  • $1.17 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
GIS
General Mills Inc

Consumer Defensive
-40
- 5.78%
$62.5 - $75.15 $2.5K - $3.01K
652 $48K
AMT
American Tower Corp

Real Estate
-20
- 7.63%
$192.27 - $242.73 $3.85K - $4.85K
242 $56K
IEFA
Ishares Tr

ETFs
-174
- 4.42%
$70.09 - $78.74 $12.2K - $13.7K
3.77K $293K
LDOS
Leidos Holdings, Inc.

Technology
-225
- 8.9%
$142.66 - $163.02 $32.1K - $36.7K
2.3K $375K
VGT
Vanguard Information Technolog

ETFs
-3
- 0.31%
$514.43 - $606.85 $1.54K - $1.82K
976 $572K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-279
- 3.18%
$31.05 - $34.29 $8.66K - $9.57K
8.49K $290K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
-240
- 17.9%
$29.24 - $45.37 $7.02K - $10.9K
1.1K $49K
ISRG
Intuitive Surgical Inc

Healthcare
-12
- 3.67%
$416.14 - $494.01 $4.99K - $5.93K
315 $154K
VTI
Vanguard Total Stock Market Et

ETFs
-840
- 5.29%
$255.18 - $283.2 $214K - $238K
15K $4.26M
HBAN
Huntington Bancshares Inc

Financial Services
-359
- 3.23%
$12.84 - $15.15 $4.61K - $5.44K
10.8K $158K
DE
Deere & CO

Industrials
-24
- 4.55%
$344.84 - $418.0 $8.28K - $10K
504 $210K
GLW
Corning Inc

Technology
-161
- 3.76%
$37.76 - $46.2 $6.08K - $7.44K
4.12K $185K
GILD
Gilead Sciences, Inc.

Healthcare
-400
- 11.04%
$66.59 - $83.99 $26.6K - $33.6K
3.22K $270K
TJX
Tjx Companies Inc

Consumer Cyclical
-27
- 0.75%
$107.93 - $120.23 $2.91K - $3.25K
3.56K $418K
RTX
Raytheon Technologies Corp

Industrials
-356
- 10.7%
$99.55 - $123.34 $35.4K - $43.9K
2.97K $359K
SPYG
Spdr Portfolio

ETFs
-85
- 0.76%
$73.38 - $84.1 $6.24K - $7.15K
11.2K $926K
CAT
Caterpillar Inc

Industrials
-82
- 7.74%
$316.8 - $391.12 $26K - $32.1K
978 $382K
OLO
Olo Inc.

Technology
-2.5K
- 2.93%
$4.25 - $5.61 $10.6K - $14K
82.8K $410K
FTNT
Fortinet, Inc.

Technology
-229
- 7.15%
$55.39 - $77.55 $12.7K - $17.8K
2.98K $230K
DHR
Danaher Corp

Healthcare
-149
- 5.02%
$239.25 - $280.76 $35.6K - $41.8K
2.82K $783K
PH
Parker Hannifin Corp

Industrials
-6
- 1.51%
$501.01 - $635.92 $3.01K - $3.82K
392 $247K
IWR
Ishares Russell Mid Cap ETF

ETFs
-214
- 2.21%
$79.92 - $88.19 $17.1K - $18.9K
9.45K $833K
WMT
Walmart Inc.

Consumer Defensive
-23
- 0.5%
$66.91 - $81.4 $1.54K - $1.87K
4.61K $372K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-7
- 0.11%
$332.02 - $382.76 $2.32K - $2.68K
6.11K $2.29M
PG
Procter & Gamble CO

Consumer Defensive
-284
- 2.01%
$160.76 - $177.82 $45.7K - $50.5K
13.9K $2.4M
VUG
Vanguard Growth ETF

ETFs
-66
- 0.68%
$341.08 - $391.94 $22.5K - $25.9K
9.61K $3.69M
HD
Home Depot, Inc.

Consumer Cyclical
-373
- 9.81%
$333.64 - $405.2 $124K - $151K
3.43K $1.39M
AON
Aon PLC

Financial Services
-39
- 2.02%
$293.16 - $351.06 $11.4K - $13.7K
1.9K $655K
CMS
Cms Energy Corp

Utilities
-31
- 0.35%
$58.7 - $70.62 $1.82K - $2.19K
8.88K $627K
ORCL
Oracle Corp

Technology
-630
- 8.16%
$125.9 - $170.35 $79.3K - $107K
7.09K $1.21M
UNH
Unitedhealth Group Inc

Healthcare
-64
- 2.62%
$488.01 - $604.18 $31.2K - $38.7K
2.38K $1.39M
SYK
Stryker Corp

Healthcare
-61
- 0.66%
$315.94 - $371.96 $19.3K - $22.7K
9.12K $3.29M
MCD
Mcdonalds Corp

Consumer Cyclical
-939
- 9.75%
$245.82 - $304.51 $231K - $286K
8.69K $2.65M
PEP
Pepsico Inc

Consumer Defensive
-180
- 0.36%
$161.9 - $179.3 $29.1K - $32.3K
49.4K $8.4M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-20.5K
- 4.64%
$33.74 - $37.96 $691K - $777K
421K $15.8M
VBR
Vanguard Small Cap Value ETF

ETFs
-2.98K
- 3.61%
$179.99 - $201.6 $536K - $600K
79.5K $16M
VV
Vanguard Large Cap ETF

ETFs
-990
- 0.59%
$236.92 - $263.4 $235K - $261K
166K $43.8M
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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