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Plante Moran Financial Advisors’s Federated Hermes Total Return Bond ETF FTRB Stock Holding History

Plante Moran Financial Advisors’s Portfolio FTRB Stock Details FTRB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-12,227
Closed -$315K – 946
2024
Q3 		$315K Buy
+12,227
New +$311K 0.03% 126

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BWS
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SDWMA
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
PTP
Platform Technology Partners New York $519M AUM 20% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Plante Moran Financial Advisors's FTRB Position: Q4 2024 in Review

Plante Moran Financial Advisors sold out of Federated Hermes Total Return Bond ETF (FTRB) in Q4 2024, closing a stake of 12,227 shares — an estimated $315K sold.

Plante Moran Financial Advisors first reported a position in FTRB in Q3 2024 and held it in 1 quarter. The position peaked at $315K in Q3 2024. 34 funds tracked by Wall St. Rank hold FTRB as of Q4 2024.

  • Plante Moran Financial Advisors reported no remaining Federated Hermes Total Return Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 12,227 Federated Hermes Total Return Bond ETF shares in Q4 2024, an estimated $315K.
  • Plante Moran Financial Advisors first reported a position in Federated Hermes Total Return Bond ETF in Q3 2024 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Federated Hermes Total Return Bond ETF position peaked at $315K in Q3 2024.
  • 34 funds tracked by Wall St. Rank held Federated Hermes Total Return Bond ETF as of Q4 2024.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.