Plante Moran Financial Advisors, LLC Closed Holding Positions

Plante Moran Financial Advisors, LLC

  • $1.16 Billion
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
COTY
Coty Inc.

Consumer Defensive
Q1 2021 Filed on May 13, 2021
1
$6.33 - $9.37 $6.33 - $9.37
EBS
Emergent Bio Solutions Inc.

Healthcare
Q1 2021 Filed on May 13, 2021
5
$86.23 - $125.19 $431 - $626
WOOD
Ishares Global Timber & Forest
Q1 2021 Filed on May 13, 2021
2
N/A
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
Q1 2021 Filed on May 13, 2021
30,107
$12.34 - $12.72 $372K - $383K
Cnooc Limited Sponsored Adr
Q1 2021 Filed on May 13, 2021
8
N/A
NVT
N Vent Electric PLC

Industrials
Q1 2021 Filed on May 13, 2021
54
$22.15 - $29.93 $1.2K - $1.62K
Voya Prime Rate Tr Sh Ben Int
Q1 2021 Filed on May 13, 2021
41,091
N/A
HTA
Healthcare Trust Of America, Inc.

Real Estate
Q1 2021 Filed on May 13, 2021
85
$26.2 - $29.09 $2.23K - $2.47K
OGS
One Gas, Inc.

Utilities
Q1 2021 Filed on May 13, 2021
175
$66.97 - $77.53 $11.7K - $13.6K
Waddell & Reed Finl Inc Cl A
Q1 2021 Filed on May 13, 2021
9,950
N/A
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
Q1 2021 Filed on May 13, 2021
175
$101.91 - $102.15 $17.8K - $17.9K
Companhia Paranaense Energ Cop Spon Adr Pfd
Q1 2021 Filed on May 13, 2021
50
N/A
Alto Ingredients Inc Com
Q1 2021 Filed on May 13, 2021
13,000
N/A
Tcf Finl Corp Com
Q1 2021 Filed on May 13, 2021
800
N/A
American Intl Group Inc Wt Exp 011921
Q1 2021 Filed on May 13, 2021
3
N/A
JPS
Nuveen Preferred & Income Securities Fund

Financial Services
Q1 2021 Filed on May 13, 2021
0
$9.13 - $9.72 $0 - $0
ICLR
Icon PLC

Healthcare
Q1 2021 Filed on May 13, 2021
4
$171.87 - $220.96 $687 - $884
ROCC
Ranger Oil Corp

Energy
Q1 2021 Filed on May 13, 2021
11,500
$10.04 - $18.58 $115K - $214K
ACHHY
Aluiminum Corp Of China Adr (2
Q1 2021 Filed on May 13, 2021
69
N/A
Bristol Myers Squibb CO Contngnt Val Rt
Q1 2021 Filed on May 13, 2021
279
N/A
SH
Proshares Short S&P500 New (De

ETFs
Q1 2021 Filed on May 13, 2021
25
$16.76 - $18.21 $419 - $455
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
Q1 2021 Filed on May 13, 2021
201
$51.2 - $51.67 $10.3K - $10.4K
BKCC
Black Rock Capital Investment Corp

Financial Services
Q1 2021 Filed on May 13, 2021
138
$2.65 - $3.68 $366 - $508
IPGP
Ipg Photonics Corp

Technology
Q1 2021 Filed on May 13, 2021
100
$197.51 - $258.58 $19.8K - $25.9K
RYT
Invesco S&P 500 Equal Weight T

ETFs
Q1 2021 Filed on May 13, 2021
368
$250.01 - $272.65 $92K - $100K
HIO
Western Asset High Income Opportunity Fund Inc.

Financial Services
Q1 2021 Filed on May 13, 2021
38,029
$4.89 - $5.08 $186K - $193K
Invesco Dynamic Cr Opportuniti Com
Q1 2021 Filed on May 13, 2021
18,012
N/A
DSU
Blackrock Debt Strategies Fund, Inc.

Financial Services
Q1 2021 Filed on May 13, 2021
18,714
$10.37 - $11.0 $194K - $206K
IPI
Intrepid Potash, Inc.

Basic Materials
Q1 2021 Filed on May 13, 2021
25
$22.31 - $37.85 $558 - $946
VONE
Vanguard Russell 1000 ETF

ETFs
Q1 2021 Filed on May 13, 2021
318
$172.95 - $186.35 $55K - $59.3K
QCRH
Qcr Holdings Inc

Financial Services
Q1 2021 Filed on May 13, 2021
57
$38.25 - $48.47 $2.18K - $2.76K
KELYA
Kelly Services Inc

Industrials
Q1 2021 Filed on May 13, 2021
110
$19.52 - $22.55 $2.15K - $2.48K
DOG
Proshares Short Dow30 ETF New

ETFs
Q1 2021 Filed on May 13, 2021
1,285
$35.75 - $39.87 $45.9K - $51.2K
EHTH
E Health, Inc.

Financial Services
Q1 2021 Filed on May 13, 2021
101
$47.85 - $85.09 $4.83K - $8.59K
BTO
John Hancock Financial Opportunities Fund

Financial Services
Q1 2021 Filed on May 13, 2021
0
$29.41 - $39.09 $0 - $0
SAM
Boston Beer CO Inc

Consumer Defensive
Q1 2021 Filed on May 13, 2021
2
$907.22 - $1213.62 $1.81K - $2.43K
AVT
Avnet Inc

Technology
Q1 2021 Filed on May 13, 2021
500
$35.31 - $41.51 $17.7K - $20.8K
Athene Holding LTD Cl A
Q1 2021 Filed on May 13, 2021
17
N/A
BGR
Black Rock Energy & Resources Trust

Financial Services
Q1 2021 Filed on May 13, 2021
0
$7.08 - $9.38 $0 - $0
TAIL
Cambria ETF Tr Tail Risk ETF

ETFs
Q1 2021 Filed on May 13, 2021
11
$18.75 - $20.71 $206 - $228
MNTX
Manitex International, Inc.

Industrials
Q1 2021 Filed on May 13, 2021
1,000
$5.0 - $9.32 $5K - $9.32K
MNA
Iq Merger Arbitrage ETF

ETFs
Q1 2021 Filed on May 13, 2021
16
$32.33 - $33.67 $517 - $539
Spdr Gold Minishares Trust
Q1 2021 Filed on May 13, 2021
52
N/A
Mogu Inc Spon Ads
Q1 2021 Filed on May 13, 2021
50,000
N/A
VNO
Vornado Realty Trust

Real Estate
Q1 2021 Filed on May 13, 2021
18
$35.27 - $49.04 $635 - $883
GIM
Templeton Global Income Fund

Financial Services
Q1 2021 Filed on May 13, 2021
280
$5.29 - $5.69 $1.48K - $1.59K
AU
Anglogold Ashanti LTD

Basic Materials
Q1 2021 Filed on May 13, 2021
24
$19.86 - $25.49 $477 - $612
HPF
John Hancock Preferred Income Fund Ii

Financial Services
Q1 2021 Filed on May 13, 2021
0
$18.31 - $20.8 $0 - $0
WCLD
Wisdomtree Tr Cloud Computing

ETFs
Q1 2021 Filed on May 13, 2021
10
$46.25 - $60.4 $463 - $604
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