Plante Moran Financial Advisors, LLC Closed Holding Positions

Plante Moran Financial Advisors, LLC

  • $1.59 Billion
  • Q3 2025
Stock Closed Quarter Shares Sold Price Range Trade History
MMP
Magellan Midstream Partners, L.P.

Energy
Q3 2021 Filed on Nov 08, 2021
45
$45.18 - $50.0 $2.03K - $2.25K
IYJ
Ishares Tr

ETFs
Q3 2021 Filed on Nov 08, 2021
87
$107.16 - $114.98 $9.32K - $10K
Pimco Dynamic Cr Income Fd Com Shs
Q3 2021 Filed on Nov 08, 2021
252
N/A
CUBE
Cube Smart

Real Estate
Q3 2021 Filed on Nov 08, 2021
111
$46.3 - $54.93 $5.14K - $6.1K
PK
Park Hotels & Resorts Inc.

Real Estate
Q3 2021 Filed on Nov 08, 2021
2,000
$17.41 - $20.78 $34.8K - $41.6K
QRTEA
Qurate Retail, Inc.

Consumer Cyclical
Q3 2021 Filed on Nov 08, 2021
498
$10.0 - $13.02 $4.98K - $6.48K
BCV
Bancroft Fund LTD

Financial Services
Q3 2021 Filed on Nov 08, 2021
9
$29.62 - $32.06 $267 - $289
CRON
Cronos Group Inc.

Healthcare
Q3 2021 Filed on Nov 08, 2021
489
$5.6 - $8.58 $2.74K - $4.2K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
Q3 2021 Filed on Nov 08, 2021
362
$36.67 - $39.02 $13.3K - $14.1K
FNY
First Trust Mid Cap Growth Alp
Q3 2021 Filed on Nov 08, 2021
86
N/A
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
Q3 2021 Filed on Nov 08, 2021
545
$45.53 - $49.02 $24.8K - $26.7K
USCR
U.S. Concrete, Inc.

Basic Materials
Q3 2021 Filed on Nov 08, 2021
5,000
N/A
COLD
Americold Realty Trust

Real Estate
Q3 2021 Filed on Nov 08, 2021
78
$29.05 - $40.38 $2.27K - $3.15K
BEP
Brookfield Renewable Partners L.P.

Utilities
Q3 2021 Filed on Nov 08, 2021
142
$36.59 - $41.67 $5.2K - $5.92K
LEO
Bny Mellon Strategic Municipals, Inc.

Financial Services
Q3 2021 Filed on Nov 08, 2021
6
$8.7 - $9.48 $52.2 - $56.9
NBR
Nabors Industries LTD

Energy
Q3 2021 Filed on Nov 08, 2021
400
$67.26 - $117.75 $26.9K - $47.1K
KEP
Korea Electric Power Corp

Utilities
Q3 2021 Filed on Nov 08, 2021
1,250
$9.84 - $11.06 $12.3K - $13.8K
FXD
First Tr Exchange Traded Fd

ETFs
Q3 2021 Filed on Nov 08, 2021
43
$58.02 - $62.89 $2.49K - $2.7K
Fs Kkr Cap Corp Ii Com
Q3 2021 Filed on Nov 08, 2021
0
N/A
CLIR
Clear Sign Technologies Corp

Industrials
Q3 2021 Filed on Nov 08, 2021
1,000
$2.0 - $4.9 $2K - $4.9K
INO
Inovio Pharmaceuticals, Inc.

Healthcare
Q3 2021 Filed on Nov 08, 2021
733
$7.16 - $9.69 $5.25K - $7.1K
Qell Acquisition Corp Unit Exp 100125
Q3 2021 Filed on Nov 08, 2021
492
N/A
PLUS
Eplus Inc

Technology
Q3 2021 Filed on Nov 08, 2021
300
$42.94 - $55.04 $12.9K - $16.5K
ARKG
Ark Genomic Revolution ETF (De

ETFs
Q3 2021 Filed on Nov 08, 2021
151
$73.87 - $92.86 $11.2K - $14K
Churchill Capital Corp Iv Cl A
Q3 2021 Filed on Nov 08, 2021
820
N/A
STKL
Sun Opta Inc.

Consumer Defensive
Q3 2021 Filed on Nov 08, 2021
483
$8.61 - $12.33 $4.16K - $5.96K
GRWG
Grow Generation Corp.

Consumer Cyclical
Q3 2021 Filed on Nov 08, 2021
191
$24.67 - $51.48 $4.71K - $9.83K
PWZ
Invesco California Amt Free Mu

ETFs
Q3 2021 Filed on Nov 08, 2021
0
$27.75 - $28.35 $0 - $0
TBF
Proshares Trust Short 20+ Trea

ETFs
Q3 2021 Filed on Nov 08, 2021
601
$15.89 - $16.86 $9.55K - $10.1K
Bottomline Tech Del Inc Com
Q3 2021 Filed on Nov 08, 2021
925
N/A
Toughbuilt Inds Inc Com New
Q3 2021 Filed on Nov 08, 2021
1,319
N/A
MTOR
Meritor, Inc.

Consumer Cyclical
Q3 2021 Filed on Nov 08, 2021
2,016
$20.81 - $25.79 $42K - $52K
PMM
Putnam Managed Municipal Income Trust

Financial Services
Q3 2021 Filed on Nov 08, 2021
1,200
$8.34 - $8.86 $10K - $10.6K
HIMX
Himax Technologies, Inc.

Technology
Q3 2021 Filed on Nov 08, 2021
734
$10.19 - $15.91 $7.48K - $11.7K
LI
Li Auto Inc.

Consumer Cyclical
Q3 2021 Filed on Nov 08, 2021
300
$25.73 - $34.69 $7.72K - $10.4K
UTZ
Utz Brands, Inc.

Consumer Defensive
Q3 2021 Filed on Nov 08, 2021
200
$17.13 - $23.43 $3.43K - $4.69K
DBGI
Digital Brands Group, Inc.

Consumer Cyclical
Q3 2021 Filed on Nov 08, 2021
192
$5900.0 - $14925.0 $1.13M - $2.87M
VIPS
Vipshop Holdings LTD

Consumer Cyclical
Q3 2021 Filed on Nov 08, 2021
576
$10.99 - $19.67 $6.33K - $11.3K
ELME
Elme Communities
Q3 2021 Filed on Nov 08, 2021
100
N/A
RRC
Range Resources Corp

Energy
Q3 2021 Filed on Nov 08, 2021
290
$12.72 - $22.63 $3.69K - $6.56K
Support Com Inc Com New
Q3 2021 Filed on Nov 08, 2021
1,225
N/A
IYC
Ishares U.S. Consumer Discreti

ETFs
Q3 2021 Filed on Nov 08, 2021
104
$76.19 - $80.2 $7.92K - $8.34K
UMC
United Microelectronics Corp

Technology
Q3 2021 Filed on Nov 08, 2021
752
$9.16 - $12.5 $6.89K - $9.4K
CPE
Callon Petroleum CO

Energy
Q3 2021 Filed on Nov 08, 2021
1,250
$25.97 - $59.51 $32.5K - $74.4K
EWN
Ishares Msci Netherlnds ETF

ETFs
Q3 2021 Filed on Nov 08, 2021
138
$47.05 - $53.78 $6.49K - $7.42K
EDEN
Ishares Tr Msci Denmark ETF

ETFs
Q3 2021 Filed on Nov 08, 2021
59
$107.3 - $117.8 $6.33K - $6.95K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
Q3 2021 Filed on Nov 08, 2021
182
$46.8 - $52.52 $8.52K - $9.56K
ACCO
Acco Brands Corp

Industrials
Q2 2021 Filed on Aug 10, 2021
268
$8.3 - $9.68 $2.22K - $2.59K
Fireeye Inc Com
Q2 2021 Filed on Aug 10, 2021
450
N/A
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