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Cornerstone Strategic Value shares owned by Plante Moran Financial Advisors

Quarter-by-quarter ownership of Cornerstone Strategic Value (CLM) shares owned by Plante Moran Financial Advisors from 13F filings

Historical chart of Plante Moran Financial Advisors investment in Cornerstone Strategic Value

Tip: Access up to 7 years of quarterly data

All positions including Cornerstone Strategic Value held by Plante Moran Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Cornerstone Strategic Value by Plante Moran Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $66k 8.8k 7.52

More positions owned by Plante Moran Financial Advisors

Vanguard S&p 500 Etf Etf (VOO)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Extended Market Etf Etf (VXF)
Ishares National Muni Bond Etf Etf (MUB)
Vanguard Large-cap Etf Etf (VV)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard Small Cap Value Etf Etf (VBR)
Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Pepsico Stock (PEP)
Ishares Core S&p 500 Etf Etf (IVV)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Vanguard Total Stock Market Etf Etf (VTI)
Nvidia Corporation Stock (NVDA)

View all positions for Plante Moran Financial Advisors

Top funds holding Cornerstone Strategic Value

Sit Investment Associates
Alpine Partners VI
Boothbay Fund Management
Rivernorth Capital Management
Advisor Group Holdings
Karpus Investment Management
Thomas J. Herzfeld Advisors
Centaurus Financial
LPL Financial
Logan Stone Capital
Cable Car Capital
Significant Wealth Partners
Quarry
Yakira Capital Management
Cohen & Steers Capital Management

View all funds holding Cornerstone Strategic Value