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
PWB
Invesco Exchange Traded Fd Tr

ETFs
Q2 2022 Filed on Aug 02, 2022
224
$56.71 - $73.23 $12.7K - $16.4K
SCCO
Southern Copper Corp

Basic Materials
Q2 2022 Filed on Aug 02, 2022
380
$49.54 - $78.17 $18.8K - $29.7K
VAC
Marriott Vacations Worldwide Corp

Consumer Cyclical
Q2 2022 Filed on Aug 02, 2022
226
$113.3 - $158.47 $25.6K - $35.8K
CTLP
Cantaloupe, Inc.

Technology
Q2 2022 Filed on Aug 02, 2022
4,503
$4.48 - $6.93 $20.2K - $31.2K
LGIH
Lgi Homes, Inc.

Consumer Cyclical
Q2 2022 Filed on Aug 02, 2022
200
$74.23 - $104.64 $14.8K - $20.9K
TWST
Twist Bioscience Corp

Healthcare
Q2 2022 Filed on Aug 02, 2022
250
$26.2 - $54.0 $6.55K - $13.5K
Draftkings Inc Com Cl A
Q2 2022 Filed on Aug 02, 2022
40
N/A
Mimecast LTD Ord Shs
Q2 2022 Filed on Aug 02, 2022
73
N/A
GPS
Gap Inc

Consumer Cyclical
Q2 2022 Filed on Aug 02, 2022
40
$8.24 - $14.55 $330 - $582
Hive Blockchain Technlgies LTD Com
Q2 2022 Filed on Aug 02, 2022
1,000
N/A
Level One Bancorp Inc Com
Q2 2022 Filed on Aug 02, 2022
9,125
N/A
ONLN
Proshares Tr Online Retail ETF

ETFs
Q2 2022 Filed on Aug 02, 2022
204
$30.41 - $48.5 $6.2K - $9.89K
FAD
First Tr Multi Cap Growth Alph

ETFs
Q2 2022 Filed on Aug 02, 2022
0
$89.23 - $113.24 $0 - $0
TCRR
Tcr2 Therapeutics Inc.

Healthcare
Q2 2022 Filed on Aug 02, 2022
900
$2.11 - $2.94 $1.9K - $2.65K
TDTF
Flexshares Tr Iboxx 5 Yr Targe

ETFs
Q2 2022 Filed on Aug 02, 2022
649
$24.97 - $26.74 $16.2K - $17.4K
DERM
Journey Medical Corp

Healthcare
Q2 2022 Filed on Aug 02, 2022
200
$2.62 - $5.06 $524 - $1.01K
Royal Dutch Shell PLC Spon Adr B
Q1 2022 Filed on May 06, 2022
300
N/A
AGCO
Agco Corp

Industrials
Q1 2022 Filed on May 06, 2022
11
$113.35 - $148.65 $1.25K - $1.64K
Arena Pharmaceuticals Inc Com New
Q1 2022 Filed on May 06, 2022
105
N/A
Cerner Corp Com
Q1 2022 Filed on May 06, 2022
63
N/A
CTXS
Citrix Systems Inc

Technology
Q1 2022 Filed on May 06, 2022
47
$94.3 - $106.34 $4.43K - $5K
COO
Cooper Companies, Inc.

Healthcare
Q1 2022 Filed on May 06, 2022
13
$379.46 - $424.54 $4.93K - $5.52K
EXPE
Expedia Group, Inc.

Consumer Cyclical
Q1 2022 Filed on May 06, 2022
22
$157.01 - $213.8 $3.45K - $4.7K
HP
Helmerich & Payne, Inc.

Energy
Q1 2022 Filed on May 06, 2022
30
$25.31 - $44.26 $759 - $1.33K
IEX
Idex Corp

Industrials
Q1 2022 Filed on May 06, 2022
7
$183.29 - $235.52 $1.28K - $1.65K
IFF
International Flavors & Fragrances Inc

Basic Materials
Q1 2022 Filed on May 06, 2022
85
$116.14 - $149.68 $9.87K - $12.7K
ITT
Itt Inc.

Industrials
Q1 2022 Filed on May 06, 2022
55
$75.21 - $104.24 $4.14K - $5.73K
FWONK
Liberty Media Corp

Communication Services
Q1 2022 Filed on May 06, 2022
67
$56.24 - $69.84 $3.77K - $4.68K
MOS
Mosaic CO

Basic Materials
Q1 2022 Filed on May 06, 2022
107
$39.0 - $71.34 $4.17K - $7.63K
NWL
Newell Brands Inc.

Consumer Defensive
Q1 2022 Filed on May 06, 2022
144
$21.33 - $26.05 $3.07K - $3.75K
PCAR
Paccar Inc

Industrials
Q1 2022 Filed on May 06, 2022
68
$83.19 - $96.5 $5.66K - $6.56K
PNW
Pinnacle West Capital Corp

Utilities
Q1 2022 Filed on May 06, 2022
11
$67.38 - $78.1 $741 - $859
SMG
Scotts Miracle Gro CO

Basic Materials
Q1 2022 Filed on May 06, 2022
51
$111.87 - $164.92 $5.71K - $8.41K
SLF
Sun Life Financial Inc

Financial Services
Q1 2022 Filed on May 06, 2022
256
$51.02 - $58.25 $13.1K - $14.9K
TRUP
Trupanion, Inc.

Financial Services
Q1 2022 Filed on May 06, 2022
150
$72.41 - $129.29 $10.9K - $19.4K
WYNN
Wynn Resorts LTD

Consumer Cyclical
Q1 2022 Filed on May 06, 2022
26
$66.88 - $96.26 $1.74K - $2.5K
IGN
Ishares Tr North Amern Tech Mu

ETFs
Q1 2022 Filed on May 06, 2022
400
N/A
ROBO
Robo Global Robotics And Autom

ETFs
Q1 2022 Filed on May 06, 2022
442
$53.94 - $70.26 $23.8K - $31.1K
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
Q1 2022 Filed on May 06, 2022
2,033
$10.33 - $12.19 $21K - $24.8K
HQL
Tekla Life Sciences Investors

Financial Services
Q1 2022 Filed on May 06, 2022
0
$15.35 - $19.29 $0 - $0
AGR
Avangrid, Inc.

Utilities
Q1 2022 Filed on May 06, 2022
35
$43.39 - $50.14 $1.52K - $1.75K
FLT
Fleetcor Technologies Inc

Technology
Q1 2022 Filed on May 06, 2022
13
$219.13 - $252.0 $2.85K - $3.28K
FTS
Fortis Inc.

Utilities
Q1 2022 Filed on May 06, 2022
112
$44.72 - $49.5 $5.01K - $5.54K
Cyrusone Inc Com
Q1 2022 Filed on May 06, 2022
387
N/A
NTAP
Net App, Inc.

Technology
Q1 2022 Filed on May 06, 2022
54
$77.33 - $95.48 $4.18K - $5.16K
Nuance Communications Inc Com
Q1 2022 Filed on May 06, 2022
166
N/A
Rockwell Med Inc Com
Q1 2022 Filed on May 06, 2022
4,781
N/A
DNP
Dnp Select Income Fund Inc

Financial Services
Q1 2022 Filed on May 06, 2022
1,123
$10.84 - $11.93 $12.2K - $13.4K
INCY
Incyte Corp

Healthcare
Q1 2022 Filed on May 06, 2022
39
$66.02 - $79.71 $2.57K - $3.11K
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