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David T. Doyle

@Plante Moran Financial Advisors, Llc

Latest period2024 - Q3ReportedManaged Assets$1.173BTotal holdings877
Assets growth rate17.24%Assets growth rate (2-Q avg)12.36%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Plante Moran Financial Advisors, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 877 positions.

Assets under management

The assets under management (AUM) of Plante Moran Financial Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.173B in assets, with a quarterly growth rate of 17.24% and a 2-quarter average growth rate of 12.36%. The portfolio is managed by David T. Doyle, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BSVVanguard Short-term Bond Etf
Recent Activity
Exited
0%
$27,305
356 shares@ $76.7 avg price
CADECadence Bank Com
Recent Activity
Exited
0%
$22,454
794 shares@ $28.28 avg price
MOHMolina Healthcare Inc Com
Recent Activity
Exited
0%
$22,000
74 shares@ $297.3 avg price
SPHQInvesco S&p 500 Quality Etf
Recent Activity
Exited
0%
$16,330
257 shares@ $63.55 avg price
IGBHIshares Interest Rate Hedged Long-term Corporate Bond Etf
Recent Activity
Exited
0%
$16,049
661 shares@ $24.28 avg price
DFNMDimensional National Municipal Bond Etf
Recent Activity
Exited
0%
$15,812
331 shares@ $47.78 avg price
ALLEAllegion Plc Ord Shs
Recent Activity
Exited
0%
$15,714
133 shares@ $118.16 avg price
BKRBaker Hughes Company Cl A
Recent Activity
Exited
0%
$13,365
380 shares@ $35.18 avg price
NFJVirtus Dividend Interest & Pr Com
Recent Activity
Exited
0%
$13,348
1,087 shares@ $12.28 avg price
PDOPimco Dynamic Income Oprnts Fd Com Ben Shs
Recent Activity
Exited
0%
$13,290
1,000 shares@ $13.29 avg price