Shares

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

Aug 10, 2020

SELL
N/A
-883 Closed
0 $0
Q1 2020

May 07, 2020

SELL
N/A
-249 Reduced 22.0%
883 $116,000
Q4 2019

Feb 14, 2020

SELL
N/A
-184 Reduced 13.98%
1,132 $249,000
Q3 2019

Nov 13, 2019

BUY
N/A
521 Added 65.53%
1,316 $0
Q2 2019

Aug 13, 2019

SELL
N/A
-150 Reduced 15.87%
795 $138,000
Q1 2019

May 13, 2019

BUY
N/A
417 Added 78.98%
945 $172,000
Q4 2018

Jan 29, 2019

SELL
N/A
-135 Reduced 20.36%
528 $81,000
Q3 2018

Nov 09, 2018

BUY
N/A
268 Added 67.85%
663 $137,000
Q2 2018

Jul 26, 2018

SELL
N/A
-243 Reduced 38.09%
395 $76,000
Q1 2018

May 01, 2018

BUY
N/A
273 Added 74.79%
638 $138,000
Q4 2017

Feb 01, 2018

BUY
N/A
79 Added 27.62%
365 $69,000
Q3 2017

Nov 08, 2017

BUY
N/A
286
286 $53,000
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.