Plante Moran Financial Advisors, LLC Sells in Q4 2024

Plante Moran Financial Advisors, LLC

  • $1.2 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
UWMC
Uwm Holdings Corp

Financial Services
-10K
- 96.08%
$5.65 - $8.33 $56.5K - $83.3K
408 $2K
LDOS
Leidos Holdings, Inc.

Technology
-200
- 8.68%
$143.17 - $201.39 $28.6K - $40.3K
2.1K $302K
XLV
Select Sector Spdr Fund Health

ETFs
-298
- 15.15%
$136.28 - $154.74 $40.6K - $46.1K
1.67K $229K
VEU
Vanguard Ftse All World Ex Us

ETFs
-817
- 17.82%
$57.29 - $63.1 $46.8K - $51.6K
3.77K $216K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
-1.1K
- 67.79%
$62.09 - $82.32 $68.5K - $90.8K
524 $35K
PFE
Pfizer Inc

Healthcare
-1.84K
- 20.81%
$24.8 - $30.19 $45.5K - $55.4K
6.99K $185K
FVD
First Tr Value Line Divid Inde

ETFs
-1.47K
- 88.01%
$43.4 - $46.7 $63.7K - $68.6K
200 $8K
TGT
Target Corp

Consumer Defensive
-353
- 38.16%
$121.59 - $160.69 $42.9K - $56.7K
572 $77K
CINF
Cincinnati Financial Corp

Financial Services
-555
- 34.05%
$132.86 - $160.16 $73.7K - $88.9K
1.08K $154K
GNTX
Gentex Corp

Consumer Cyclical
-13
- 0.02%
$28.6 - $31.34 $372 - $407
68.8K $1.98M
INTC
Intel Corp

Technology
-1.39K
- 14.98%
$19.07 - $26.23 $26.4K - $36.4K
7.87K $157K
SPYG
Spdr Portfolio

ETFs
-1.28K
- 11.47%
$81.74 - $91.38 $105K - $117K
9.89K $869K
KO
Coca Cola CO

Consumer Defensive
-157
- 3.29%
$61.74 - $71.71 $9.69K - $11.3K
4.62K $287K
F
Ford Motor CO

Consumer Cyclical
-3.9K
- 15.11%
$9.69 - $11.4 $37.8K - $44.4K
21.9K $216K
FITB
Fifth Third Bancorp

Financial Services
-1.17K
- 33.14%
$41.76 - $48.44 $48.9K - $56.8K
2.36K $99K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-527
- 67.82%
$91.94 - $100.02 $48.5K - $52.7K
250 $23K
BMY
Bristol Myers Squibb CO

Healthcare
-1.09K
- 48.99%
$51.92 - $59.94 $56.5K - $65.3K
1.13K $64K
GLD
Spdr Gold Trust

ETFs
-199
- 12.98%
$236.59 - $257.5 $47.1K - $51.2K
1.33K $323K
DENN
Denny'S Corp

Consumer Cyclical
-6.45K
- 27.97%
$5.46 - $7.39 $35.2K - $47.6K
16.6K $100K
CMS
Cms Energy Corp

Utilities
-143
- 1.61%
$65.76 - $71.94 $9.4K - $10.3K
8.74K $582K
IWR
Ishares Russell Mid Cap ETF

ETFs
-519
- 5.49%
$87.25 - $95.52 $45.3K - $49.6K
8.93K $789K
OXY
Occidental Petroleum Corp

Energy
-800
- 80.0%
$45.36 - $55.91 $36.3K - $44.7K
200 $9K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-325
- 78.5%
$129.96 - $144.97 $42.2K - $47.1K
89 $12K
IWD
Ishares Russell 1000 Val ETF

ETFs
-100
- 1.93%
$183.23 - $199.79 $18.3K - $20K
5.07K $938K
NEOG
Neogen Corp

Healthcare
-588
- 8.06%
$11.64 - $16.4 $6.84K - $9.64K
6.71K $81K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-239
- 3.31%
$113.92 - $127.38 $27.2K - $30.4K
6.98K $804K
PLD
Prologis, Inc.

Real Estate
-254
- 43.79%
$101.4 - $126.96 $25.8K - $32.2K
326 $34K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-663
- 53.77%
$44.04 - $49.49 $29.2K - $32.8K
570 $25K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-333
- 19.22%
$58.88 - $64.8 $19.6K - $21.6K
1.4K $82K
SBUX
Starbucks Corp

Consumer Cyclical
-217
- 13.45%
$87.44 - $102.5 $19K - $22.2K
1.4K $127K
EFV
Msci Eafe Value ETF

ETFs
-4
- 0.07%
$51.78 - $57.15 $207 - $229
5.63K $295K
CAT
Caterpillar Inc

Industrials
-1
- 0.1%
$360.37 - $416.88 $360 - $417
977 $354K
IVE
Ishares S&P 500 Value ETF

ETFs
-6
- 0.14%
$189.5 - $206.17 $1.14K - $1.24K
4.35K $830K
UPS
United Parcel Service Inc

Industrials
-133
- 13.3%
$122.65 - $138.35 $16.3K - $18.4K
867 $109K
DD
Du Pont De Nemours, Inc.

Basic Materials
-13
- 0.63%
$75.95 - $88.05 $987 - $1.14K
2.04K $155K
URNM
Sprott Fds Tr Uranium Miners E

ETFs
-565
- 97.08%
$40.0 - $52.93 $22.6K - $29.9K
17 $0
VHT
Vanguard Health Care ETF

ETFs
-9
- 1.11%
$250.81 - $283.3 $2.26K - $2.55K
802 $203K
RY
Royal Bank Of Canada

Financial Services
-181
- 38.19%
$119.72 - $128.02 $21.7K - $23.2K
293 $35K
HDV
Ishares Core High Dividend ETF

ETFs
-196
Closed
$110.82 - $121.28 $21.7K - $23.8K
0 $0
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-447
- 30.89%
$55.73 - $66.16 $24.9K - $29.6K
1K $60K
DVY
Ishares Tr

ETFs
-100
- 3.81%
$129.55 - $143.41 $13K - $14.3K
2.52K $331K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-340
- 2.57%
$61.68 - $67.87 $21K - $23.1K
12.9K $801K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-17
- 13.08%
$501.29 - $612.85 $8.52K - $10.4K
113 $58K
AMD
Advanced Micro Devices Inc

Technology
-36
- 8.82%
$118.88 - $172.8 $4.28K - $6.22K
372 $44K
GS
Goldman Sachs Group Inc

Financial Services
-50
- 52.08%
$486.1 - $608.57 $24.3K - $30.4K
46 $26K
T
At&T Inc.

Communication Services
-1.04K
- 19.12%
$21.22 - $23.88 $22K - $24.8K
4.39K $99K
XLP
Consumer Staples Sector Spdr

ETFs
-265
- 69.55%
N/A
116 $8K
AFL
Aflac Inc

Financial Services
-29
- 1.52%
$100.37 - $115.27 $2.91K - $3.34K
1.87K $193K
CSCO
Cisco Systems, Inc.

Technology
-1.16K
- 13.86%
$52.45 - $60.02 $60.7K - $69.4K
7.19K $425K
Activity Summary
Buys All Purchases 309 New Holdings 135 Increased Positions 174 Sells All Sells 182 Reductions 179 Sold out 3 Options Calls 0 Puts 0
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