Number of Shares
323
Previous 298 8.39%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024

BUY
N/A
25 Added 8.39%
323 $0
Q1 2024

May 09, 2024

SELL
N/A
-65 Reduced 17.91%
298 $0
Q4 2023

Feb 05, 2024

BUY
N/A
26 Added 7.72%
363 $0
Q3 2023

Nov 07, 2023

BUY
N/A
72 Added 27.17%
337 $0
Q1 2023

May 08, 2023

BUY
N/A
265 New
265 $0
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.