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
TOL
Toll Brothers, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 09, 2022
150
$55.22 - $74.61 $8.28K - $11.2K
IDV
Ishares Tr

ETFs
Q4 2021 Filed on Feb 09, 2022
11,028
$29.77 - $31.71 $328K - $350K
IYG
Ishares Tr

ETFs
Q4 2021 Filed on Feb 09, 2022
366
$61.79 - $67.85 $22.6K - $24.8K
MIY
Blackrock Muniyield Michigan Quality Fund, Inc.

Financial Services
Q4 2021 Filed on Feb 09, 2022
17,000
$14.8 - $15.77 $252K - $268K
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
Q4 2021 Filed on Feb 09, 2022
10,000
$27.56 - $29.79 $276K - $298K
THQ
Tekla Healthcare Opportunities Fund

Financial Services
Q4 2021 Filed on Feb 09, 2022
1,000
$22.41 - $25.64 $22.4K - $25.6K
ROL
Rollins Inc

Consumer Cyclical
Q4 2021 Filed on Feb 09, 2022
263
$31.77 - $39.33 $8.36K - $10.3K
X
United States Steel Corp

Basic Materials
Q4 2021 Filed on Feb 09, 2022
56
$20.5 - $26.88 $1.15K - $1.51K
WPC
W. P. Carey Inc.

Real Estate
Q4 2021 Filed on Feb 09, 2022
703
$74.14 - $83.05 $52.1K - $58.4K
JBLU
Jetblue Airways Corp

Industrials
Q4 2021 Filed on Feb 09, 2022
74,485
$12.86 - $16.31 $958K - $1.21M
Ihs Markit LTD Shs
Q4 2021 Filed on Feb 09, 2022
98
N/A
PEY
Invesco Exchange Traded Fd Tr

ETFs
Q4 2021 Filed on Feb 09, 2022
1,083
$19.52 - $21.06 $21.1K - $22.8K
Cadence Bancorporation Cl A
Q4 2021 Filed on Feb 09, 2022
1,135
N/A
CVET
Covetrus, Inc.

Healthcare
Q4 2021 Filed on Feb 09, 2022
132
$16.79 - $20.37 $2.22K - $2.69K
TDOC
Teladoc Health, Inc.

Healthcare
Q4 2021 Filed on Feb 09, 2022
35
$87.43 - $154.29 $3.06K - $5.4K
GALT
Galectin Therapeutics Inc

Healthcare
Q4 2021 Filed on Feb 09, 2022
1,798
$2.07 - $3.8 $3.72K - $6.83K
BL
Blackline, Inc.

Technology
Q4 2021 Filed on Feb 09, 2022
83
$99.35 - $131.39 $8.25K - $10.9K
CLF
Cleveland Cliffs Inc.

Basic Materials
Q4 2021 Filed on Feb 09, 2022
12,640
$19.23 - $25.63 $243K - $324K
FXH
First Tr Exchange Trd Fd Healt

ETFs
Q4 2021 Filed on Feb 09, 2022
255
$115.32 - $124.74 $29.4K - $31.8K
SSNC
Ss&C Technologies Holdings Inc

Technology
Q4 2021 Filed on Feb 09, 2022
42
$69.74 - $82.99 $2.93K - $3.49K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
Q4 2021 Filed on Feb 09, 2022
60
$32.72 - $36.86 $1.96K - $2.21K
WEN
Wendy'S CO

Consumer Cyclical
Q4 2021 Filed on Feb 09, 2022
4,501
$20.38 - $23.87 $91.7K - $107K
CVA
Covanta Holding Corporation

Industrials
Q4 2021 Filed on Feb 09, 2022
1,500
N/A
AUMN
Golden Minerals CO

Basic Materials
Q4 2021 Filed on Feb 09, 2022
2,000
$0.32 - $0.51 $640 - $1.02K
ADMA
Adma Biologics, Inc.

Healthcare
Q4 2021 Filed on Feb 09, 2022
2,000
$1.09 - $1.66 $2.18K - $3.32K
Bellicum Pharmaceuticals Inc Com New
Q4 2021 Filed on Feb 09, 2022
35
N/A
TWOU
2 U, Inc.

Consumer Defensive
Q4 2021 Filed on Feb 09, 2022
124
$20.0 - $34.34 $2.48K - $4.26K
Cloudera Inc Com
Q4 2021 Filed on Feb 09, 2022
1,000
N/A
GORO
Gold Resource Corp

Basic Materials
Q4 2021 Filed on Feb 09, 2022
2,000
$1.56 - $2.27 $3.12K - $4.54K
RKT
Rocket Companies, Inc.

Financial Services
Q4 2021 Filed on Feb 09, 2022
3,000
$14.0 - $17.86 $42K - $53.6K
PRLB
Proto Labs Inc

Industrials
Q4 2021 Filed on Feb 09, 2022
28
$48.63 - $77.16 $1.36K - $2.16K
WGO
Winnebago Industries Inc

Consumer Cyclical
Q4 2021 Filed on Feb 09, 2022
300
$65.26 - $78.55 $19.6K - $23.6K
LPX
Louisiana Pacific Corp

Industrials
Q4 2021 Filed on Feb 09, 2022
1,500
$58.93 - $78.88 $88.4K - $118K
ASTE
Astec Industries Inc

Industrials
Q4 2021 Filed on Feb 09, 2022
200
$50.61 - $74.48 $10.1K - $14.9K
SJNK
Spdr Bloomberg Short Term High

ETFs
Q4 2021 Filed on Feb 09, 2022
0
$26.84 - $27.37 $0 - $0
BOE
Black Rock Enhanced Global Dividend Trust

Financial Services
Q4 2021 Filed on Feb 09, 2022
775
$11.66 - $12.38 $9.04K - $9.59K
RCEL
Avita Medical, Inc.

Healthcare
Q4 2021 Filed on Feb 09, 2022
1,200
$11.72 - $19.66 $14.1K - $23.6K
Flexion Therapeutics Inc Com
Q4 2021 Filed on Feb 09, 2022
4,000
N/A
OPTT
Ocean Power Technologies, Inc.

Industrials
Q4 2021 Filed on Feb 09, 2022
150
$1.48 - $2.3 $222 - $345
VERU
Veru Inc.

Healthcare
Q4 2021 Filed on Feb 09, 2022
3,000
$5.89 - $9.73 $17.7K - $29.2K
BMBL
Bumble Inc.

Technology
Q4 2021 Filed on Feb 09, 2022
2,325
$31.74 - $56.6 $73.8K - $132K
CSIQ
Canadian Solar Inc.

Technology
Q4 2021 Filed on Feb 09, 2022
100
$30.18 - $41.55 $3.02K - $4.16K
EMQQ
Emqq Emerging Markets Internet

ETFs
Q4 2021 Filed on Feb 09, 2022
112
$40.93 - $54.57 $4.58K - $6.11K
DIV
Global X Superdividend Us ETF

ETFs
Q4 2021 Filed on Feb 09, 2022
14,000
$19.62 - $20.88 $275K - $292K
IBML
Ishares Tr Ibonds Dec 2023 Ter

ETFs
Q4 2021 Filed on Feb 09, 2022
0
$25.91 - $26.02 $0 - $0
HSKA
Heska Corp

Healthcare
Q4 2021 Filed on Feb 09, 2022
30
$156.0 - $265.78 $4.68K - $7.97K
VALWS
Valaris LTD Wt Exp (Bmu)
Q4 2021 Filed on Feb 09, 2022
137
N/A
HCSG
Healthcare Services Group Inc

Healthcare
Q4 2021 Filed on Feb 09, 2022
205
$16.48 - $25.44 $3.38K - $5.22K
DWLD
Davis Fundamental ETF Tr

ETFs
Q4 2021 Filed on Feb 09, 2022
500
$28.43 - $32.04 $14.2K - $16K
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