Plante Moran Financial Advisors, LLC Options Holdings

Plante Moran Financial Advisors, LLC

  • $1.2 Billion
  • Q4 2024

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

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
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