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
PBJ
Invesco Exchange Traded Fd Tr

ETFs
Q1 2019 Filed on May 13, 2019
371
$29.51 - $33.22 $10.9K - $12.3K
PBS
Invesco Exchange Traded Fd Tr

ETFs
Q1 2019 Filed on May 13, 2019
279
$28.42 - $33.26 $7.93K - $9.28K
RZG
Invesco Fd Tr S&P Smallcap 600
Q1 2019 Filed on May 13, 2019
10
N/A
EWP
Ishares Inc Msci Spain ETF

ETFs
Q1 2019 Filed on May 13, 2019
35
$26.87 - $29.8 $940 - $1.04K
IWY
Ishares Tr Russell 200 Growth

ETFs
Q1 2019 Filed on May 13, 2019
145
N/A
RTH
Vaneck ETF Tr Vaneck Retail Et

ETFs
Q1 2019 Filed on May 13, 2019
79
N/A
PEO
Adams Natural Resources Fund, Inc.

Financial Services
Q1 2019 Filed on May 13, 2019
1,500
$14.77 - $17.1 $22.2K - $25.7K
Aetna Inc
Q4 2018 Filed on Jan 29, 2019
377
N/A
American Outdoor Brands Corp
Q4 2018 Filed on Jan 29, 2019
455
N/A
BGCP
Bgc Partners, Inc.

Financial Services
Q4 2018 Filed on Jan 29, 2019
1,000
$5.14 - $7.54 $5.14K - $7.54K
Cigna Corp
Q4 2018 Filed on Jan 29, 2019
50
N/A
CLVS
Clovis Oncology, Inc.

Healthcare
Q4 2018 Filed on Jan 29, 2019
57
$11.63 - $32.67 $663 - $1.86K
Dell Technologies Inc V
Q4 2018 Filed on Jan 29, 2019
502
N/A
Express Scripts
Q4 2018 Filed on Jan 29, 2019
616
N/A
Ingersoll Rand PLC
Q4 2018 Filed on Jan 29, 2019
464
N/A
PDCO
Patterson Companies, Inc.

Healthcare
Q4 2018 Filed on Jan 29, 2019
1,000
$19.34 - $26.16 $19.3K - $26.2K
RGR
Sturm Ruger & CO Inc

Industrials
Q4 2018 Filed on Jan 29, 2019
90
$50.55 - $66.85 $4.55K - $6.02K
Ultimate Software Group Inc
Q4 2018 Filed on Jan 29, 2019
2
N/A
WSR
Whitestone Reit

Real Estate
Q4 2018 Filed on Jan 29, 2019
2,000
$11.91 - $14.38 $23.8K - $28.8K
WWE
World Wrestling Entertainmentinc

Communication Services
Q4 2018 Filed on Jan 29, 2019
32
$61.69 - $94.22 $1.97K - $3.02K
Buckeye Partners LP
Q4 2018 Filed on Jan 29, 2019
765
N/A
Energy Transfer Partners LP
Q4 2018 Filed on Jan 29, 2019
11,101
N/A
Ferrellgas Partners LP
Q4 2018 Filed on Jan 29, 2019
6,289
N/A
HEP
Holly Energy Partners LP

Energy
Q4 2018 Filed on Jan 29, 2019
1,440
$27.18 - $32.2 $39.1K - $46.4K
Etfs Physical Swiss Gold
Q4 2018 Filed on Jan 29, 2019
73
N/A
NZF
Nuveen Municipal Credit Income Fund

Financial Services
Q4 2018 Filed on Jan 29, 2019
347
$13.2 - $14.45 $4.58K - $5.01K
Care.Com Inc
Q4 2018 Filed on Jan 29, 2019
163
N/A
Gardner Denver Holdings Inc
Q4 2018 Filed on Jan 29, 2019
25
N/A
Total System Services Inc
Q4 2018 Filed on Jan 29, 2019
76
N/A
Celldex Therapeutics Inc
Q4 2018 Filed on Jan 29, 2019
8
N/A
ASH
Ashland Global Holdings Inc

Basic Materials
Q4 2018 Filed on Jan 29, 2019
1,200
$65.28 - $84.21 $78.3K - $101K
HELE
Helen Of Troy LTD

Consumer Defensive
Q4 2018 Filed on Jan 29, 2019
31
$117.83 - $144.99 $3.65K - $4.49K
HGV
Hilton Grand Vacations Inc.

Consumer Cyclical
Q4 2018 Filed on Jan 29, 2019
69
$24.54 - $32.74 $1.69K - $2.26K
The Michaels Companies Inc
Q4 2018 Filed on Jan 29, 2019
86
N/A
PBW
Invesco Exchange Traded Fd Tr

ETFs
Q4 2018 Filed on Jan 29, 2019
700
$20.12 - $25.11 $14.1K - $17.6K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
Q4 2018 Filed on Jan 29, 2019
3,709
N/A
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
Q4 2018 Filed on Jan 29, 2019
48
N/A
Black Rock Muni Holdings Inv Qty
Q4 2018 Filed on Jan 29, 2019
785
N/A
PUK
Prudential PLC

Financial Services
Q3 2018 Filed on Nov 09, 2018
937
$42.06 - $46.14 $39.4K - $43.2K
Shire PLC Adr
Q3 2018 Filed on Nov 09, 2018
8
N/A
Ak Steel Holding Corp
Q3 2018 Filed on Nov 09, 2018
20,000
N/A
AKBA
Akebia Therapeutics, Inc.

Healthcare
Q3 2018 Filed on Nov 09, 2018
4,000
$7.44 - $10.65 $29.8K - $42.6K
Bank Of The Ozarks Inc
Q3 2018 Filed on Nov 09, 2018
25
N/A
Chemical Financial Corp
Q3 2018 Filed on Nov 09, 2018
700
N/A
CNCE
Concert Pharmaceuticals, Inc.

Healthcare
Q3 2018 Filed on Nov 09, 2018
1,500
$12.82 - $17.88 $19.2K - $26.8K
CLB
Core Laboratories N V

Energy
Q3 2018 Filed on Nov 09, 2018
6
$106.8 - $120.09 $641 - $721
Cys Investments Inc
Q3 2018 Filed on Nov 09, 2018
1,128
N/A
Echo Global Logistics Inc
Q3 2018 Filed on Nov 09, 2018
600
N/A
FELE
Franklin Electric CO Inc

Industrials
Q3 2018 Filed on Nov 09, 2018
411
$45.3 - $51.05 $18.6K - $21K
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