Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2020

May 07, 2020

SELL
N/A
-2,750 Closed
0 $0
Q4 2019

Feb 14, 2020

SELL
N/A
-604 Reduced 18.01%
2,750 $573,000
Q3 2018

Nov 09, 2018

SELL
N/A
-1,718 Reduced 33.87%
3,354 $516,000
Q2 2018

Jul 26, 2018

BUY
N/A
1,210 Added 31.33%
5,072 $696,000
Q1 2018

May 01, 2018

BUY
N/A
517 Added 15.46%
3,862 $542,000
Q4 2017

Feb 01, 2018

BUY
N/A
40 Added 1.21%
3,345 $448,000
Q3 2017

Nov 08, 2017

BUY
N/A
3,305
3,305 $483,000
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.