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
MYI
Blackrock Muniyield Quality Fund Iii, Inc.

Financial Services
Q2 2020 Filed on Aug 10, 2020
0
$11.86 - $13.02 $0 - $0
ATMP
Barclays Bank PLC

ETFs
Q2 2020 Filed on Aug 10, 2020
28,585
$7.98 - $13.24 $228K - $378K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
Q2 2020 Filed on Aug 10, 2020
98
$20.45 - $22.34 $2K - $2.19K
TAST
Carrols Restaurant Group, Inc.

Consumer Cyclical
Q2 2020 Filed on Aug 10, 2020
10,000
$1.55 - $5.27 $15.5K - $52.7K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
Q2 2020 Filed on Aug 10, 2020
48
$19.57 - $21.93 $939 - $1.05K
ONB
Old National Bancorp

Financial Services
Q2 2020 Filed on Aug 10, 2020
3,139
$11.71 - $15.84 $36.8K - $49.7K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
Q2 2020 Filed on Aug 10, 2020
263
$24.26 - $27.02 $6.38K - $7.11K
JEF
Jefferies Financial Group Inc.

Financial Services
Q2 2020 Filed on Aug 10, 2020
107
$12.09 - $16.68 $1.29K - $1.78K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
Q2 2020 Filed on Aug 10, 2020
77
$19.45 - $21.65 $1.5K - $1.67K
IIM
Invesco Value Municipal Income Trust

Financial Services
Q2 2020 Filed on Aug 10, 2020
0
$13.33 - $14.56 $0 - $0
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
Q2 2020 Filed on Aug 10, 2020
145
$20.38 - $23.05 $2.96K - $3.34K
Nabors Industries LTD Shs
Q2 2020 Filed on Aug 10, 2020
10,000
N/A
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
Q2 2020 Filed on Aug 10, 2020
268
$18.92 - $21.31 $5.07K - $5.71K
KOP
Koppers Holdings Inc.

Basic Materials
Q2 2020 Filed on Aug 10, 2020
16,140
$8.38 - $22.73 $135K - $367K
UDOW
Proshares Trust Proshrs Ultrap

ETFs
Q2 2020 Filed on Aug 10, 2020
0
$18.06 - $39.47 $0 - $0
FFC
Flaherty & Crumrine Preferred & Income Securities Fund Inc

Financial Services
Q2 2020 Filed on Aug 10, 2020
0
$14.92 - $21.16 $0 - $0
KSU
Kansas City Southern

Industrials
Q2 2020 Filed on Aug 10, 2020
0
N/A
PSQ
Proshares Short Qqq

ETFs
Q2 2020 Filed on Aug 10, 2020
7,000
$94.6 - $132.3 $662K - $926K
VKI
Invesco Advantage Municipal Income Trust Ii

Financial Services
Q2 2020 Filed on Aug 10, 2020
0
$9.77 - $10.58 $0 - $0
CLMT
Calumet Specialty Products Partners, L.P.

Energy
Q2 2020 Filed on Aug 10, 2020
104
$0.95 - $3.24 $98.8 - $337
Bryn Mawr Bk Corp Com
Q2 2020 Filed on Aug 10, 2020
14
N/A
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
Q2 2020 Filed on Aug 10, 2020
50
$11.42 - $14.21 $571 - $711
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
Q2 2020 Filed on Aug 10, 2020
265
$24.19 - $26.75 $6.41K - $7.09K
Invesco Bulletshares 2021 Corporate Bond ETF
Q2 2020 Filed on Aug 10, 2020
99
N/A
BSCM
Invesco Et Self Idxd Fd Tr Bul

ETFs
Q2 2020 Filed on Aug 10, 2020
98
$20.89 - $21.91 $2.05K - $2.15K
SWIR
Sierra Wireless Inc

Technology
Q2 2020 Filed on Aug 10, 2020
50
$5.49 - $11.15 $275 - $558
BSCN
Invesco Et Self Idxd Fd Tr Bul

ETFs
Q2 2020 Filed on Aug 10, 2020
99
$20.47 - $21.83 $2.03K - $2.16K
BSCO
Invesco Et Self Idxd Fd Tr Bul

ETFs
Q2 2020 Filed on Aug 10, 2020
98
$20.42 - $22.12 $2K - $2.17K
Vivint Solar Inc Com
Q2 2020 Filed on Aug 10, 2020
5,000
N/A
TMP
Tompkins Financial Corp

Financial Services
Q2 2020 Filed on Aug 10, 2020
29
$56.02 - $74.99 $1.62K - $2.17K
GTE
Gran Tierra Energy Inc.

Energy
Q2 2020 Filed on Aug 10, 2020
141,762
$0.23 - $0.64 $32.6K - $90.7K
Ishares Ibonds Dec 2020 Term Corporate ETF
Q2 2020 Filed on Aug 10, 2020
247
N/A
Ishares Ibonds Dec 2021 Term Corporate ETF
Q2 2020 Filed on Aug 10, 2020
254
N/A
IBDN
Ishares Ibonds Dec 2022 Term C

ETFs
Q2 2020 Filed on Aug 10, 2020
252
N/A
IBDO
Ishares Ibonds Dec 2023 Term C

ETFs
Q2 2020 Filed on Aug 10, 2020
250
$24.71 - $26.23 $6.18K - $6.56K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
Q2 2020 Filed on Aug 10, 2020
255
$24.65 - $26.99 $6.29K - $6.88K
IBDP
Ishares Ibonds Dec 2024 Term C

ETFs
Q2 2020 Filed on Aug 10, 2020
259
$24.36 - $26.36 $6.31K - $6.83K
FRBK
Republic First Bancorp Inc

Financial Services
Q2 2020 Filed on Aug 10, 2020
700
$1.87 - $2.99 $1.31K - $2.09K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
Q1 2020 Filed on May 07, 2020
137
$6.69 - $13.45 $917 - $1.84K
Aon PLC Shs Cl A
Q1 2020 Filed on May 07, 2020
2,750
N/A
Bellicum Pharmaceuticals Inc Com
Q1 2020 Filed on May 07, 2020
350
N/A
CNC
Centene Corp

Healthcare
Q1 2020 Filed on May 07, 2020
60
$45.55 - $68.02 $2.73K - $4.08K
Fiat Chrysler Automobiles N V Shs
Q1 2020 Filed on May 07, 2020
10,000
N/A
United Technologies Corp Com
Q1 2020 Filed on May 07, 2020
1,713
N/A
Goldman Sachs Mlp Energy Renai Com
Q1 2020 Filed on May 07, 2020
7,573
N/A
AFG
American Financial Group Inc

Financial Services
Q1 2020 Filed on May 07, 2020
33
$46.98 - $114.53 $1.55K - $3.78K
LOOP
Loop Industries, Inc.

Basic Materials
Q1 2020 Filed on May 07, 2020
13,342
$6.26 - $11.41 $83.5K - $152K
Sprint Corporation Com
Q1 2020 Filed on May 07, 2020
2,300
N/A
IEUR
Ishares Tr Ishares Core Msci E

ETFs
Q1 2020 Filed on May 07, 2020
1,168
$31.74 - $50.24 $37.1K - $58.7K
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