Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2020

Aug 10, 2020

SELL
N/A
-9 Closed
0 $0
Q1 2020

May 07, 2020

BUY
N/A
2 Added 28.57%
9 $0
Q4 2019

Feb 14, 2020

SELL
N/A
-16 Reduced 69.57%
7 $0
Q4 2018

Jan 29, 2019

SELL
N/A
-15 Reduced 39.47%
23 $0
Q3 2018

Nov 09, 2018

SELL
N/A
-2 Reduced 5.0%
38 $0
Q2 2018

Jul 26, 2018

BUY
N/A
17 Added 73.91%
40 $0
Q1 2018

May 01, 2018

BUY
N/A
7 Added 43.75%
23 $0
Q4 2017

Feb 01, 2018

SELL
N/A
-452 Reduced 96.58%
16 $0
Q3 2017

Nov 08, 2017

BUY
N/A
468
468 $6,000
Track This Portfolio

Track Plante Moran Financial Advisors, LLC Portfolio

Follow Plante Moran Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Plante Moran Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Plante Moran Financial Advisors, LLC with notifications on news.