Plante Moran Financial Advisors, LLC Portfolio Holdings
Plante Moran Financial Advisors, LLC
- $1.2 Billion
- Q4 2024
Plante Moran Financial Advisors, LLC has filed its 13F form on February 05, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.2 Billion distributed in 911 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $679M, Vanguard Extended Market ETF with a value of $104M, Vanguard Ftse Developed Market with a value of $91.6M, Vanguard Large Cap ETF with a value of $43.4M, and Ishares National Muni Bond ETF with a value of $36.1M.
Examining the 13F form we can see an increase of $32.3M in the current position value, from $1.17B to 1.2B. Also it can be appreciated an additional of 135 stocks purchases and 3 closed positions.
Below you can find more details about Plante Moran Financial Advisors, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 911
- Current Value $1.2 Billion
- Prior Value $1.17 Billion
- Filing
- Period Q4 2024
- Filing Date February 05, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 135 stocks
- Additional Purchases 174 stocks
- Sold out of 3 stocks
- Reduced holdings in 179 stocks