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Plante Moran Financial Advisors’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Plante Moran Financial Advisors’s Portfolio SRLN Stock Details SRLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-27
Closed -$1.13K – 987
2024
Q3 		$1.13K Buy
+27
New +$1.12K ﹤0.01% 774
2019
Q2 		– Sell
-1,495
Closed -$69K – 838
2019
Q1 		$69K Buy
+1,495
New +$68.7K 0.02% 275

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OPAM
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APSPRSPT
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Morgan Stanley
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Goldman Sachs
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State of Tennessee, Department of Treasury
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Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
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SIM
Symetra Investment Management Farmington, Connecticut $1.15B AUM 14.68% 1-Year Est. Return