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Plante Moran Financial Advisors’s Ethan Allen Interiors ETD Stock Holding History

Plante Moran Financial Advisors’s Portfolio ETD Stock Details ETD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-68
Closed -$1.91K – 844
2024
Q4 		$1.91K Buy
+68
New +$2.02K ﹤0.01% 788

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Charles Schwab
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American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Plante Moran Financial Advisors's ETD Position: Q1 2025 in Review

Plante Moran Financial Advisors sold out of Ethan Allen Interiors (ETD) in Q1 2025, closing a stake of 68 shares — an estimated $1.91K sold.

Plante Moran Financial Advisors first reported a position in ETD in Q4 2024 and held it in 1 quarter. The position peaked at $1.91K in Q4 2024. 205 funds tracked by Wall St. Rank hold ETD as of Q1 2025.

  • Plante Moran Financial Advisors reported no remaining Ethan Allen Interiors position as of Q1 2025 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 68 Ethan Allen Interiors shares in Q1 2025, an estimated $1.91K.
  • Plante Moran Financial Advisors first reported a position in Ethan Allen Interiors in Q4 2024 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Ethan Allen Interiors position peaked at $1.91K in Q4 2024.
  • 205 funds tracked by Wall St. Rank held Ethan Allen Interiors as of Q1 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.