Plante Moran Financial Advisors, LLC quarter change: USA Funds, Sold out
In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Plante Moran Financial Advisors, LLC opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
Two Form 13F-HR filings compared (SEC CIK 1424717): 2026-03-31 (filed 2026-05-05) and 2026-06-30 (filed 2026-08-06). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
No position of this class changed this way between the two filings.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| FIFTH THIRD SECURITIES, INC. | United States | $1.546B | 341 |
| NICHOLS & PRATT ADVISERS LLP /MA | United States | $1.549B | 188 |
| Charles Schwab Trust Co | United States | $1.542B | 165 |
| ALBION FINANCIAL GROUP /UT | United States | $1.550B | 737 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | United States | $1.551B | 1,550 |
| Bristol Gate Capital Partners Inc. | Canada | $1.552B | 31 |
| Icon Wealth Advisors, LLC | United States | $1.540B | 389 |
| MUFG SECURITIES AMERICAS INC. | United States | $1.552B | 504 |
| Boston Common Asset Management, LLC | United States | $1.553B | 186 |
| VALLEY WEALTH MANAGERS, INC. | United States | $1.553B | 504 |