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Plante Moran Financial Advisors’s Flex FLEX Stock Holding History

Plante Moran Financial Advisors’s Portfolio FLEX Stock Details FLEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.02K Hold
92
– – ﹤0.01% 553
2025
Q4 		$5.56K Hold
92
– – ﹤0.01% 631
2025
Q3 		$5.33K Buy
+92
New +$4.89K ﹤0.01% 603
2025
Q1 		– Sell
-101
Closed -$3.88K – 856
2024
Q4 		$3.88K Buy
+101
New +$3.74K ﹤0.01% 724
2015
Q3 		– Sell
-53
Closed – – 715
2015
Q2 		$0 Hold
53
– – ﹤0.01% 728
2015
Q1 		$1K Hold
53
– – ﹤0.01% 690
2014
Q4 		$0 Hold
53
– – ﹤0.01% 820
2014
Q3 		$0 Hold
53
– – ﹤0.01% 807
2014
Q2 		$0 Buy
+53
New +$399 ﹤0.01% 836

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