Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2021

Nov 08, 2021

SELL
N/A
-252 Closed
0 $0
Q2 2021

Aug 10, 2021

BUY
N/A
252 New
252 $6,000
Q1 2019

May 13, 2019

SELL
N/A
-2,098 Closed
0 $0
Q4 2018

Jan 29, 2019

BUY
N/A
436 Added 26.23%
2,098 $44,000
Q3 2018

Nov 09, 2018

SELL
N/A
-33,333 Reduced 95.25%
1,662 $40,000
Q2 2018

Jul 26, 2018

BUY
N/A
33,245 Added 1899.71%
34,995 $825,000
Q3 2017

Nov 08, 2017

BUY
N/A
1,750
1,750 $40,000
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.