Plante Moran Financial Advisors’s YieldMax MRNA Option Income Strategy ETF MRNY Stock Holding History

Plante Moran Financial Advisors’s Portfolio MRNY Stock Details MRNY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-50	Closed	-$10.5K	–	846
2024 Q1	$10.5K	Buy	+50	New	+$10.2K	﹤0.01%	599

Other funds holding MRNY

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TAM

Tucker Asset Management Littleton, Colorado $343M AUM 17.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Plante Moran Financial Advisors's MRNY Position: Q2 2024 in Review

Plante Moran Financial Advisors sold out of YieldMax MRNA Option Income Strategy ETF (MRNY) in Q2 2024, closing a stake of 50 shares — an estimated $10.5K sold.

Plante Moran Financial Advisors first reported a position in MRNY in Q1 2024 and held it in 1 quarter. The position peaked at $10.5K in Q1 2024. 4 funds tracked by Wall St. Rank hold MRNY as of Q2 2024.

Plante Moran Financial Advisors reported no remaining YieldMax MRNA Option Income Strategy ETF position as of Q2 2024 after selling out during the quarter.
Plante Moran Financial Advisors sold 50 YieldMax MRNA Option Income Strategy ETF shares in Q2 2024, an estimated $10.5K.
Plante Moran Financial Advisors first reported a position in YieldMax MRNA Option Income Strategy ETF in Q1 2024 and held it in 1 quarter.
Plante Moran Financial Advisors's YieldMax MRNA Option Income Strategy ETF position peaked at $10.5K in Q1 2024.
4 funds tracked by Wall St. Rank held YieldMax MRNA Option Income Strategy ETF as of Q2 2024.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.