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
FXL
First Tr Exchange Traded Fd Fi

ETFs
Q2 2020 Filed on Aug 10, 2020
0
$55.71 - $83.39 $0 - $0
ISCV
Ishares Morningstar Small Cap

ETFs
Q2 2020 Filed on Aug 10, 2020
0
$26.0 - $40.5 $0 - $0
Tortoise Energy Infra Corp Com
Q2 2020 Filed on Aug 10, 2020
513
N/A
SNN
Smith & Nephew PLC

Healthcare
Q2 2020 Filed on Aug 10, 2020
100
$33.79 - $44.24 $3.38K - $4.42K
BRKL
Brookline Bancorp Inc

Financial Services
Q2 2020 Filed on Aug 10, 2020
137
$8.51 - $12.57 $1.17K - $1.72K
CNK
Cinemark Holdings, Inc.

Communication Services
Q2 2020 Filed on Aug 10, 2020
48
$8.03 - $19.66 $385 - $944
HOPE
Hope Bancorp Inc

Financial Services
Q2 2020 Filed on Aug 10, 2020
105
$7.27 - $10.99 $763 - $1.15K
TKR
Timken CO

Industrials
Q2 2020 Filed on Aug 10, 2020
53
$29.25 - $49.71 $1.55K - $2.63K
Apergy Corp Com
Q2 2020 Filed on Aug 10, 2020
1,022
N/A
TMDI
Titan Medical Inc

Healthcare
Q2 2020 Filed on Aug 10, 2020
66
$0.21 - $1.57 $13.9 - $104
Varian Med Sys Inc Com
Q2 2020 Filed on Aug 10, 2020
0
N/A
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
Q2 2020 Filed on Aug 10, 2020
48
$26.29 - $51.87 $1.26K - $2.49K
XSVM
Invesco S&P Smallcap Value Wit

ETFs
Q2 2020 Filed on Aug 10, 2020
750
$17.63 - $28.11 $13.2K - $21.1K
Aurora Cannabis Inc Com
Q2 2020 Filed on Aug 10, 2020
368
N/A
CMP
Compass Minerals International Inc

Basic Materials
Q2 2020 Filed on Aug 10, 2020
45
$35.78 - $54.16 $1.61K - $2.44K
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
Q2 2020 Filed on Aug 10, 2020
2,947
$29.2 - $35.76 $86.1K - $105K
ILCB
Ishares Morningstar U.S. Equit

ETFs
Q2 2020 Filed on Aug 10, 2020
282
$35.01 - $45.88 $9.87K - $12.9K
VBIV
Vbi Vaccines Inc

Healthcare
Q2 2020 Filed on Aug 10, 2020
302,000
$0.87 - $3.13 $263K - $945K
Jpmorgan Betabuilders Europe ETF
Q2 2020 Filed on Aug 10, 2020
2,089
N/A
Knoll Inc Com New
Q2 2020 Filed on Aug 10, 2020
2,000
N/A
United States Oil Fund, LP
Q2 2020 Filed on Aug 10, 2020
21,012
N/A
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
TEF
Telefonica S A

Communication Services
Q2 2020 Filed on Aug 10, 2020
45
$4.28 - $5.66 $193 - $255
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
UUP
Invesco Db Us Dollar Index Bullish Fund

ETFs
Q2 2020 Filed on Aug 10, 2020
13,000
$25.93 - $27.3 $337K - $355K
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