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
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
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
FNDB
Schwab Fundamental U S Broad M

ETFs
Q1 2020 Filed on May 07, 2020
439
$26.6 - $43.02 $11.7K - $18.9K
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
Gw Pharmaceuticals PLC Ads
Q1 2020 Filed on May 07, 2020
100
N/A
Chesapeake Energy Corp Com
Q1 2020 Filed on May 07, 2020
309
N/A
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
Q1 2020 Filed on May 07, 2020
10
$51.34 - $85.72 $513 - $857
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
Q1 2020 Filed on May 07, 2020
597
$28.05 - $43.64 $16.7K - $26.1K
Credit Suisse Nassau Brh 3 X Long Gold
Q1 2020 Filed on May 07, 2020
0
N/A
SBI
Western Asset Intermediate Muni Fund Inc.

Financial Services
Q1 2020 Filed on May 07, 2020
2,000
$7.66 - $9.63 $15.3K - $19.3K
EMF
Templeton Emerging Markets Fund

Financial Services
Q1 2020 Filed on May 07, 2020
929
$9.9 - $16.31 $9.2K - $15.2K
NAT
Nordic American Tankers LTD

Industrials
Q1 2020 Filed on May 07, 2020
40,000
$2.46 - $5.14 $98.4K - $206K
RGNX
Regenxbio Inc.

Healthcare
Q1 2020 Filed on May 07, 2020
4,000
$21.5 - $54.2 $86K - $217K
CLSD
Clearside Biomedical, Inc.

Healthcare
Q1 2020 Filed on May 07, 2020
50,000
$1.32 - $3.77 $66K - $189K
SSRM
Ssr Mining Inc.

Basic Materials
Q1 2020 Filed on May 07, 2020
4,000
$10.77 - $18.97 $43.1K - $75.9K
LKNCY
Luckin Coffee Inc.

Consumer Cyclical
Q1 2020 Filed on May 07, 2020
5,000
$23.84 - $50.02 $119K - $250K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
Q1 2020 Filed on May 07, 2020
0
$78.7 - $109.59 $0 - $0
PHT
Pioneer High Income Fund, Inc.

Financial Services
Q1 2020 Filed on May 07, 2020
1,100
$5.34 - $10.0 $5.87K - $11K
Proshares Ultrashort S&P 500
Q1 2020 Filed on May 07, 2020
7,070
N/A
Proshares Ultrapro Short Qqq
Q1 2020 Filed on May 07, 2020
5,000
N/A
Mallinckrodt Pub LTD CO Shs
Q1 2020 Filed on May 07, 2020
4
N/A
Spdr S&P Oil & Gas Exploration & Production ETF
Q1 2020 Filed on May 07, 2020
10,000
N/A
NVRO
Nevro Corp

Healthcare
Q1 2020 Filed on May 07, 2020
0
$70.23 - $144.31 $0 - $0
SRRA
Sierra Oncology, Inc.

Healthcare
Q1 2020 Filed on May 07, 2020
200
$9.04 - $19.55 $1.81K - $3.91K
AEG
Aegon Nv

Financial Services
Q4 2019 Filed on Feb 14, 2020
264
$3.95 - $4.69 $1.04K - $1.24K
SBS
Companhia De Saneamento Basico Do Estado De Sao Paulo Sabesp

Utilities
Q4 2019 Filed on Feb 14, 2020
568
$11.75 - $15.16 $6.67K - $8.61K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
Q4 2019 Filed on Feb 14, 2020
1,979
$6.72 - $7.53 $13.3K - $14.9K
WPP
Wpp PLC

Communication Services
Q4 2019 Filed on Feb 14, 2020
115
$57.48 - $70.29 $6.61K - $8.08K
AGI
Alamos Gold Inc

Basic Materials
Q4 2019 Filed on Feb 14, 2020
1,473
$4.98 - $6.02 $7.34K - $8.87K
ALBO
Albireo Pharma, Inc.

Healthcare
Q4 2019 Filed on Feb 14, 2020
49
$16.92 - $28.96 $829 - $1.42K
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.

Choose your preferred platform and Sign Up 👇 Telegram Email