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Plante Moran Financial Advisors’s NuScale Power SMR Stock Holding History

Plante Moran Financial Advisors’s Portfolio SMR Stock Details SMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$10.8K Buy
274
+24
+10% +$949 ﹤0.01% 551
2025
Q1 		$3.54K Sell
250
-500
-67% -$7.08K ﹤0.01% 670
2024
Q4 		$13.4K Buy
+750
New +$13.4K ﹤0.01% 540