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
BLOK
Amplify ETF Tr Trnsformational

ETFs
Q1 2022 Filed on May 06, 2022
85
$29.45 - $40.6 $2.5K - $3.45K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
Q1 2022 Filed on May 06, 2022
0
$43.87 - $47.6 $0 - $0
HQH
Tekla Healthcare Investors

Financial Services
Q1 2022 Filed on May 06, 2022
1,118
$18.93 - $24.02 $21.2K - $26.9K
KWEB
Kraneshares Tr Csi China Inter

ETFs
Q1 2022 Filed on May 06, 2022
35
$21.19 - $38.89 $742 - $1.36K
SLP
Simulations Plus, Inc.

Healthcare
Q1 2022 Filed on May 06, 2022
500
$36.56 - $50.98 $18.3K - $25.5K
STNE
Stone Co Ltd.

Technology
Q1 2022 Filed on May 06, 2022
184
$8.26 - $19.32 $1.52K - $3.55K
RIG
Transocean Ltd.

Energy
Q1 2022 Filed on May 06, 2022
1,100
$3.12 - $5.03 $3.43K - $5.53K
Xilinx Inc Com
Q1 2022 Filed on May 06, 2022
33
N/A
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
Q1 2022 Filed on May 06, 2022
0
$52.6 - $58.44 $0 - $0
DISCK
Warner Bros. Discovery, Inc.

Communication Services
Q1 2022 Filed on May 06, 2022
50
$23.88 - $30.4 $1.19K - $1.52K
Discovery Inc Com Ser A
Q1 2022 Filed on May 06, 2022
123
N/A
NDAQ
Nasdaq, Inc.

Financial Services
Q1 2022 Filed on May 06, 2022
85
$164.87 - $202.46 $14K - $17.2K
ROKU
Roku, Inc

Communication Services
Q1 2022 Filed on May 06, 2022
100
$100.69 - $233.19 $10.1K - $23.3K
TPR
Tapestry, Inc.

Consumer Cyclical
Q1 2022 Filed on May 06, 2022
83
$32.12 - $41.65 $2.67K - $3.46K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
Q1 2022 Filed on May 06, 2022
13
$21.0 - $26.08 $273 - $339
AMCR
Amcor PLC

Consumer Cyclical
Q1 2022 Filed on May 06, 2022
8,108
$10.79 - $12.41 $87.5K - $101K
PTON
Peloton Interactive, Inc.

Consumer Cyclical
Q1 2022 Filed on May 06, 2022
600
$20.2 - $38.77 $12.1K - $23.3K
EPAM
Epam Systems, Inc.

Technology
Q1 2022 Filed on May 06, 2022
16
$174.8 - $642.2 $2.8K - $10.3K
BAM
Brookfield Asset Management Inc.

Financial Services
Q1 2022 Filed on May 06, 2022
157
$52.13 - $60.52 $8.18K - $9.5K
TWLO
Twilio Inc

Communication Services
Q1 2022 Filed on May 06, 2022
30
$125.17 - $262.29 $3.76K - $7.87K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
Q1 2022 Filed on May 06, 2022
12
$43.01 - $45.26 $516 - $543
ERX
Direxion Daily Energy Bull 2 X

ETFs
Q1 2022 Filed on May 06, 2022
800
$31.46 - $58.91 $25.2K - $47.1K
Zynga Inc Cl A
Q1 2022 Filed on May 06, 2022
3,000
N/A
DIG
Proshares Ultra Oil & Gas

ETFs
Q1 2022 Filed on May 06, 2022
312
$20.29 - $37.57 $6.33K - $11.7K
TREX
Trex CO Inc

Industrials
Q1 2022 Filed on May 06, 2022
10
$65.33 - $133.55 $653 - $1.34K
ABMD
Abiomed Inc

Healthcare
Q1 2022 Filed on May 06, 2022
10
$277.25 - $366.29 $2.77K - $3.66K
GEN
Gen Digital Inc Com
Q1 2022 Filed on May 06, 2022
687
N/A
RGLD
Royal Gold Inc

Basic Materials
Q1 2022 Filed on May 06, 2022
130
$98.55 - $142.4 $12.8K - $18.5K
FTXL
First Tr ETF Vi Nasdaq Semicon
Q1 2022 Filed on May 06, 2022
120
N/A
EIM
Eaton Vance Municipal Bond Fund

Financial Services
Q1 2022 Filed on May 06, 2022
0
$11.23 - $13.58 $0 - $0
FBC
Flagstar Bancorp Inc

Financial Services
Q1 2022 Filed on May 06, 2022
4,100
$42.4 - $52.15 $174K - $214K
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
Q1 2022 Filed on May 06, 2022
90
$87.08 - $106.86 $7.84K - $9.62K
Casper Sleep Inc Com
Q1 2022 Filed on May 06, 2022
1,000
N/A
EOI
Eaton Vance Enhanced Equity Income Fund

Financial Services
Q1 2022 Filed on May 06, 2022
0
$17.59 - $20.16 $0 - $0
RH
Rh

Consumer Cyclical
Q1 2022 Filed on May 06, 2022
41
$325.08 - $538.32 $13.3K - $22.1K
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
Q1 2022 Filed on May 06, 2022
57
$36.2 - $47.38 $2.06K - $2.7K
Resonant Inc Com
Q1 2022 Filed on May 06, 2022
1,000
N/A
SIMO
Silicon Motion Technology Corp

Technology
Q1 2022 Filed on May 06, 2022
271
$64.92 - $94.97 $17.6K - $25.7K
AMRS
Amyris, Inc.

Basic Materials
Q1 2022 Filed on May 06, 2022
0
$3.92 - $5.86 $0 - $0
Apria Inc Com
Q1 2022 Filed on May 06, 2022
172
N/A
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
Q1 2022 Filed on May 06, 2022
228
$36.75 - $54.06 $8.38K - $12.3K
PSEC
Prospect Capital Corp

Financial Services
Q1 2022 Filed on May 06, 2022
370
$7.86 - $8.89 $2.91K - $3.29K
VRTS
Virtus Investment Partners, Inc.

Financial Services
Q1 2022 Filed on May 06, 2022
28
$206.05 - $296.5 $5.77K - $8.3K
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
Q1 2022 Filed on May 06, 2022
611
$91.89 - $107.54 $56.1K - $65.7K
NKTR
Nektar Therapeutics

Healthcare
Q1 2022 Filed on May 06, 2022
155
$4.16 - $13.72 $645 - $2.13K
VSAT
Viasat Inc

Technology
Q1 2022 Filed on May 06, 2022
52
$40.76 - $51.38 $2.12K - $2.67K
IRTC
I Rhythm Technologies, Inc.

Healthcare
Q1 2022 Filed on May 06, 2022
100
$101.95 - $157.47 $10.2K - $15.7K
UNM
Unum Group

Financial Services
Q1 2022 Filed on May 06, 2022
186
$24.99 - $31.8 $4.65K - $5.91K
JELD
Jeld Wen Holding, Inc.

Industrials
Q1 2022 Filed on May 06, 2022
68
$20.28 - $27.3 $1.38K - $1.86K
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