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
ARKG
Ark Genomic Revolution ETF (De

ETFs
Q3 2021 Filed on Nov 08, 2021
151
$73.87 - $92.86 $11.2K - $14K
Churchill Capital Corp Iv Cl A
Q3 2021 Filed on Nov 08, 2021
820
N/A
STKL
Sun Opta Inc.

Consumer Defensive
Q3 2021 Filed on Nov 08, 2021
483
$8.61 - $12.33 $4.16K - $5.96K
GRWG
Grow Generation Corp.

Consumer Cyclical
Q3 2021 Filed on Nov 08, 2021
191
$24.67 - $51.48 $4.71K - $9.83K
PWZ
Invesco California Amt Free Mu

ETFs
Q3 2021 Filed on Nov 08, 2021
0
$27.75 - $28.35 $0 - $0
TBF
Proshares Trust Short 20+ Trea

ETFs
Q3 2021 Filed on Nov 08, 2021
601
$15.89 - $16.86 $9.55K - $10.1K
OMER
Omeros Corp

Healthcare
Q3 2021 Filed on Nov 08, 2021
200
$13.4 - $16.3 $2.68K - $3.26K
Bottomline Tech Del Inc Com
Q3 2021 Filed on Nov 08, 2021
925
N/A
Toughbuilt Inds Inc Com New
Q3 2021 Filed on Nov 08, 2021
1,319
N/A
MTOR
Meritor, Inc.

Consumer Cyclical
Q3 2021 Filed on Nov 08, 2021
2,016
$20.81 - $25.79 $42K - $52K
PMM
Putnam Managed Municipal Income Trust

Financial Services
Q3 2021 Filed on Nov 08, 2021
1,200
$8.34 - $8.86 $10K - $10.6K
HIMX
Himax Technologies, Inc.

Technology
Q3 2021 Filed on Nov 08, 2021
734
$10.19 - $15.91 $7.48K - $11.7K
LI
Li Auto Inc.

Consumer Cyclical
Q3 2021 Filed on Nov 08, 2021
300
$25.73 - $34.69 $7.72K - $10.4K
UTZ
Utz Brands, Inc.

Consumer Defensive
Q3 2021 Filed on Nov 08, 2021
200
$17.13 - $23.43 $3.43K - $4.69K
DBGI
Digital Brands Group, Inc.

Consumer Cyclical
Q3 2021 Filed on Nov 08, 2021
192
$5900.0 - $14925.0 $1.13M - $2.87M
VIPS
Vipshop Holdings LTD

Consumer Cyclical
Q3 2021 Filed on Nov 08, 2021
576
$10.99 - $19.67 $6.33K - $11.3K
RRC
Range Resources Corp

Energy
Q3 2021 Filed on Nov 08, 2021
290
$12.72 - $22.63 $3.69K - $6.56K
Support Com Inc Com New
Q3 2021 Filed on Nov 08, 2021
1,225
N/A
IYC
Ishares U.S. Consumer Discreti

ETFs
Q3 2021 Filed on Nov 08, 2021
104
$76.19 - $80.2 $7.92K - $8.34K
UMC
United Microelectronics Corp

Technology
Q3 2021 Filed on Nov 08, 2021
752
$9.16 - $12.5 $6.89K - $9.4K
CPE
Callon Petroleum CO

Energy
Q3 2021 Filed on Nov 08, 2021
1,250
$25.97 - $59.51 $32.5K - $74.4K
EWN
Ishares Msci Netherlnds ETF

ETFs
Q3 2021 Filed on Nov 08, 2021
138
$47.05 - $53.78 $6.49K - $7.42K
EDEN
Ishares Tr Msci Denmark ETF

ETFs
Q3 2021 Filed on Nov 08, 2021
59
$107.3 - $117.8 $6.33K - $6.95K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
Q3 2021 Filed on Nov 08, 2021
182
$46.8 - $52.52 $8.52K - $9.56K
ACCO
Acco Brands Corp

Industrials
Q2 2021 Filed on Aug 10, 2021
268
$8.3 - $9.68 $2.22K - $2.59K
Fireeye Inc Com
Q2 2021 Filed on Aug 10, 2021
450
N/A
HST
Host Hotels & Resorts, Inc.

Real Estate
Q2 2021 Filed on Aug 10, 2021
100
$16.51 - $18.43 $1.65K - $1.84K
FWONA
Liberty Media Corp

Communication Services
Q2 2021 Filed on Aug 10, 2021
27
$38.14 - $43.93 $1.03K - $1.19K
NAVI
Navient Corp

Financial Services
Q2 2021 Filed on Aug 10, 2021
523
$14.34 - $20.0 $7.5K - $10.5K
SLM
Slm Corp

Financial Services
Q2 2021 Filed on Aug 10, 2021
764
$18.27 - $20.94 $14K - $16K
TRU
Trans Union

Industrials
Q2 2021 Filed on Aug 10, 2021
11
$92.26 - $111.56 $1.01K - $1.23K
WY
Weyerhaeuser CO

Real Estate
Q2 2021 Filed on Aug 10, 2021
100
$33.41 - $40.79 $3.34K - $4.08K
ABM
Abm Industries Inc

Industrials
Q2 2021 Filed on Aug 10, 2021
194
$44.08 - $53.52 $8.55K - $10.4K
EME
Emcor Group, Inc.

Industrials
Q2 2021 Filed on Aug 10, 2021
16
$113.66 - $129.07 $1.82K - $2.07K
PBI
Pitney Bowes Inc

Industrials
Q2 2021 Filed on Aug 10, 2021
100
$7.16 - $9.73 $716 - $973
SSB
South State Corp

Financial Services
Q2 2021 Filed on Aug 10, 2021
18
$77.82 - $90.95 $1.4K - $1.64K
VVV
Valvoline Inc

Energy
Q2 2021 Filed on Aug 10, 2021
340
$26.07 - $34.45 $8.86K - $11.7K
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
Q2 2021 Filed on Aug 10, 2021
8,000
$14.01 - $15.32 $112K - $123K
APPN
Appian Corp

Technology
Q2 2021 Filed on Aug 10, 2021
15
$77.49 - $149.22 $1.16K - $2.24K
Perspecta Inc Com
Q2 2021 Filed on Aug 10, 2021
45
N/A
USFD
Us Foods Holding Corp.

Consumer Defensive
Q2 2021 Filed on Aug 10, 2021
13
$36.51 - $41.68 $475 - $542
Ishares Comex Gold Trust
Q2 2021 Filed on Aug 10, 2021
21,193
N/A
Firstcash Inc Com
Q2 2021 Filed on Aug 10, 2021
41
N/A
NOMD
Nomad Foods LTD

Consumer Defensive
Q2 2021 Filed on Aug 10, 2021
181
$27.81 - $31.64 $5.03K - $5.73K
UIS
Unisys Corp

Technology
Q2 2021 Filed on Aug 10, 2021
261
$23.69 - $28.15 $6.18K - $7.35K
XRT
Spdr Series Tr Spdr S&P Retail

ETFs
Q2 2021 Filed on Aug 10, 2021
172
$88.15 - $97.54 $15.2K - $16.8K
LBTYA
Liberty Global PLC

Communication Services
Q2 2021 Filed on Aug 10, 2021
100
$25.08 - $28.42 $2.51K - $2.84K
Hexo Corp Com New
Q2 2021 Filed on Aug 10, 2021
550
N/A
SPB
Spectrum Brands Holdings, Inc.

Consumer Defensive
Q2 2021 Filed on Aug 10, 2021
52
$81.81 - $94.94 $4.25K - $4.94K
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