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
UVE
Universal Insurance Holdings, Inc.

Financial Services
Q4 2021 Filed on Feb 09, 2022
876
$12.98 - $17.07 $11.4K - $15K
ENSG
Ensign Group, Inc

Healthcare
Q4 2021 Filed on Feb 09, 2022
52
$69.25 - $85.08 $3.6K - $4.42K
LUNA
Luna Innovations Inc

Technology
Q4 2021 Filed on Feb 09, 2022
10,000
$8.21 - $9.98 $82.1K - $99.8K
USMC
Principal ETF U S Mega Cap

ETFs
Q4 2021 Filed on Feb 09, 2022
600
$40.14 - $44.69 $24.1K - $26.8K
AVLR
Avalara, Inc.

Technology
Q4 2021 Filed on Feb 09, 2022
42
$129.11 - $186.42 $5.42K - $7.83K
FLDR
Fidelity Merrimack Str Tr Low

ETFs
Q4 2021 Filed on Feb 09, 2022
1,944
$50.69 - $50.87 $98.5K - $98.9K
SAVA
Cassava Sciences Inc

Healthcare
Q4 2021 Filed on Feb 09, 2022
4,000
$36.77 - $90.91 $147K - $364K
Largo Res LTD Com
Q4 2021 Filed on Feb 09, 2022
2,500
N/A
BNTX
Bio N Tech Se

Healthcare
Q4 2021 Filed on Feb 09, 2022
27
$216.64 - $362.52 $5.85K - $9.79K
WRN
Western Copper & Gold Corp

Basic Materials
Q4 2021 Filed on Feb 09, 2022
10,000
$1.27 - $1.81 $12.7K - $18.1K
NKLA
Nikola Corp

Industrials
Q4 2021 Filed on Feb 09, 2022
100
$9.25 - $15.44 $925 - $1.54K
IAC
Iac/Inter Active Corp

Communication Services
Q4 2021 Filed on Feb 09, 2022
41
$122.47 - $156.76 $5.02K - $6.43K
NMFC
New Mountain Finance Corp

Financial Services
Q4 2021 Filed on Feb 09, 2022
1,000
$13.14 - $14.07 $13.1K - $14.1K
OSH
Oak Street Health, Inc.

Healthcare
Q4 2021 Filed on Feb 09, 2022
110
$28.4 - $48.53 $3.12K - $5.34K
PSI
Invesco Exchange Traded Fd Tr

ETFs
Q4 2021 Filed on Feb 09, 2022
12
$40.99 - $51.81 $492 - $622
AOSL
Alpha & Omega Semiconductor LTD

Technology
Q4 2021 Filed on Feb 09, 2022
2,500
$30.46 - $62.09 $76.2K - $155K
GREE
Greenidge Generation Holdings Inc.

Financial Services
Q4 2021 Filed on Feb 09, 2022
16
$13.54 - $28.24 $217 - $452
SMLR
Semler Scientific, Inc.

Healthcare
Q4 2021 Filed on Feb 09, 2022
10
$89.61 - $149.99 $896 - $1.5K
National Instrs Corp Com
Q4 2021 Filed on Feb 09, 2022
111
N/A
OIIM
O2 Micro International LTD

Technology
Q4 2021 Filed on Feb 09, 2022
5,000
$4.48 - $6.67 $22.4K - $33.4K
AMED
Amedisys Inc

Healthcare
Q4 2021 Filed on Feb 09, 2022
42
$136.32 - $184.41 $5.73K - $7.75K
General Electric CO Com
Q3 2021 Filed on Nov 08, 2021
22,324
N/A
UGI
Ugi Corp

Utilities
Q3 2021 Filed on Nov 08, 2021
0
$42.18 - $48.09 $0 - $0
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
VCR
Vanguard Consumer Discretionar

ETFs
Q3 2021 Filed on Nov 08, 2021
54
$306.91 - $323.69 $16.6K - $17.5K
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
MUR
Murphy Oil Corp

Energy
Q3 2021 Filed on Nov 08, 2021
7,000
$19.04 - $24.98 $133K - $175K
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
MMD
Main Stay Mac Kay Defined Term Municipal Opportunities Fund

Financial Services
Q3 2021 Filed on Nov 08, 2021
10,035
$21.65 - $23.15 $217K - $232K
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
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