Plante Moran Financial Advisors, LLC Closed Holding Positions

Plante Moran Financial Advisors, LLC

  • $1.17 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
QQQM
Invesco Exchange Traded Fd Tr

ETFs
Q3 2024 Filed on Oct 30, 2024
112
$178.94 - $207.0 $20K - $23.2K
FNDE
Schwab Fundamental Emerging Mk

ETFs
Q2 2024 Filed on Aug 12, 2024
825
$27.2 - $30.7 $22.4K - $25.3K
HYLB
Xtrackers Usd High Yield Corp

ETFs
Q2 2024 Filed on Aug 12, 2024
162
$34.76 - $35.57 $5.63K - $5.76K
SPIB
Spdr Portfolio Intermediate Te

ETFs
Q2 2024 Filed on Aug 12, 2024
534
$32.02 - $32.68 $17.1K - $17.5K
SPSB
Spdr Portfolio Short Term Corp

ETFs
Q2 2024 Filed on Aug 12, 2024
511
$29.51 - $29.7 $15.1K - $15.2K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
Q2 2024 Filed on Aug 12, 2024
2,860
$24.67 - $27.2 $70.6K - $77.8K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
Q2 2024 Filed on Aug 12, 2024
594
$23.66 - $24.62 $14.1K - $14.6K
SCHR
Schwab Intermediate Term Us Tr

ETFs
Q2 2024 Filed on Aug 12, 2024
319
$47.85 - $49.0 $15.3K - $15.6K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
Q2 2024 Filed on Aug 12, 2024
551
$18.53 - $20.2 $10.2K - $11.1K
EBND
Spdr Bloomberg Emerging Market

ETFs
Q2 2024 Filed on Aug 12, 2024
363
$19.77 - $20.53 $7.18K - $7.45K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
Q2 2024 Filed on Aug 12, 2024
563
$44.15 - $45.75 $24.9K - $25.8K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
Q2 2024 Filed on Aug 12, 2024
1,607
$43.11 - $44.42 $69.3K - $71.4K
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
Q2 2024 Filed on Aug 12, 2024
2,574
$18.97 - $21.43 $48.8K - $55.2K
HAUZ
Dbx ETF Tr Xtrackers Internati

ETFs
Q2 2024 Filed on Aug 12, 2024
525
$20.0 - $21.94 $10.5K - $11.5K
NTES
Net Ease, Inc.

Communication Services
Q1 2024 Filed on May 09, 2024
360
$88.37 - $113.14 $31.8K - $40.7K
VICI
Vici Properties Inc.

Real Estate
Q4 2023 Filed on Feb 05, 2024
166
$27.18 - $32.18 $4.51K - $5.34K
ORMP
Oramed Pharmaceuticals Inc.

Healthcare
Q1 2023 Filed on May 08, 2023
7,911
$1.93 - $13.1 $15.3K - $104K
LPCN
Lipocine Inc.

Healthcare
Q1 2023 Filed on May 08, 2023
17,000
$0.3 - $0.58 $5.1K - $9.86K
EPC
Edgewell Personal Care CO

Consumer Defensive
Q1 2023 Filed on May 08, 2023
144
$38.45 - $44.61 $5.54K - $6.42K
ALB
Albemarle Corp

Basic Materials
Q1 2023 Filed on May 08, 2023
46
$208.49 - $290.15 $9.59K - $13.3K
GATX
Gatx Corp

Industrials
Q1 2023 Filed on May 08, 2023
482
$100.65 - $117.7 $48.5K - $56.7K
RWR
Spdr Dow Jones Reit ETF

ETFs
Q1 2023 Filed on May 08, 2023
880
$81.79 - $99.43 $72K - $87.5K
CROX
Crocs, Inc.

Consumer Cyclical
Q4 2022 Filed on Feb 09, 2023
1,500
$67.05 - $108.43 $101K - $163K
INMD
In Mode Ltd.

Healthcare
Q4 2022 Filed on Feb 09, 2023
8,400
$30.23 - $38.71 $254K - $325K
GSK
Gsk PLC

Healthcare
Q2 2022 Filed on Aug 02, 2022
1,054
$42.05 - $47.77 $44.3K - $50.3K
QSR
Restaurant Brands International Inc.

Consumer Cyclical
Q2 2022 Filed on Aug 02, 2022
0
$46.94 - $61.36 $0 - $0
RRX
Regal Rexnord Corp

Industrials
Q2 2022 Filed on Aug 02, 2022
6
$110.27 - $148.47 $662 - $891
CDNA
Care Dx, Inc.

Healthcare
Q2 2022 Filed on Aug 02, 2022
1,000
$20.49 - $39.72 $20.5K - $39.7K
G
Genpact LTD

Technology
Q2 2022 Filed on Aug 02, 2022
123
$38.43 - $45.36 $4.73K - $5.58K
INSG
Inseego Corp.

Technology
Q2 2022 Filed on Aug 02, 2022
1,000
$1.8 - $4.15 $1.8K - $4.15K
R1 Rcm Inc Com
Q2 2022 Filed on Aug 02, 2022
98,557
N/A
VST
Vistra Corp.

Utilities
Q2 2022 Filed on Aug 02, 2022
0
$22.42 - $27.39 $0 - $0
FEM
First Trust Emerging Markets A

ETFs
Q2 2022 Filed on Aug 02, 2022
0
$21.33 - $26.17 $0 - $0
HUN
Huntsman Corp

Basic Materials
Q2 2022 Filed on Aug 02, 2022
0
$27.4 - $37.61 $0 - $0
BST
Black Rock Science & Technology Trust

Financial Services
Q2 2022 Filed on Aug 02, 2022
0
$31.25 - $44.15 $0 - $0
OPK
Opko Health, Inc.

Healthcare
Q2 2022 Filed on Aug 02, 2022
2,825
$2.33 - $3.61 $6.58K - $10.2K
FOXA
Fox Corp

Communication Services
Q2 2022 Filed on Aug 02, 2022
494
$31.52 - $39.56 $15.6K - $19.5K
SPOT
Spotify Technology S.A.

Communication Services
Q2 2022 Filed on Aug 02, 2022
102
$91.94 - $158.84 $9.38K - $16.2K
FSK
Fs Kkr Capital Corp

Financial Services
Q2 2022 Filed on Aug 02, 2022
1,175
$18.37 - $23.1 $21.6K - $27.1K
TDTT
Flexshares Tr Iboxx 3 Yr Targe

ETFs
Q2 2022 Filed on Aug 02, 2022
2,339
$24.7 - $25.82 $57.8K - $60.4K
DVA
Davita Inc.

Healthcare
Q2 2022 Filed on Aug 02, 2022
28
$76.05 - $123.38 $2.13K - $3.45K
ATHX
Athersys, Inc

Healthcare
Q2 2022 Filed on Aug 02, 2022
14,000
$0.18 - $0.86 $2.52K - $12K
ESNT
Essent Group Ltd.

Financial Services
Q2 2022 Filed on Aug 02, 2022
27
$35.67 - $43.85 $963 - $1.18K
AGQ
Pro Shares Trust Ii

ETFs
Q2 2022 Filed on Aug 02, 2022
500
$24.47 - $41.85 $12.2K - $20.9K
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
Q2 2022 Filed on Aug 02, 2022
1,000
$13.94 - $19.31 $13.9K - $19.3K
FIVG
ETF Ser Solutions Defiance Nex

ETFs
Q2 2022 Filed on Aug 02, 2022
200
$30.76 - $38.03 $6.15K - $7.61K
MUX
Mc Ewen Mining Inc.

Basic Materials
Q2 2022 Filed on Aug 02, 2022
5,000
$4.39 - $8.5 $22K - $42.5K
NID
Nuveen Intermediate Duration Municipal Term Fund

Financial Services
Q2 2022 Filed on Aug 02, 2022
0
$12.83 - $13.94 $0 - $0
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
Q2 2022 Filed on Aug 02, 2022
1,781
$23.43 - $28.02 $41.7K - $49.9K
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