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I3 Verticals shares owned by Plante Moran Financial Advisors

Quarter-by-quarter ownership of I3 Verticals (IIIV) shares owned by Plante Moran Financial Advisors from 13F filings

Historical chart of Plante Moran Financial Advisors investment in I3 Verticals

Tip: Access up to 7 years of quarterly data

All positions including I3 Verticals 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 I3 Verticals by Plante Moran Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $8.9k 355 25.19

More positions owned by Plante Moran Financial Advisors

Vanguard S&p 500 Etf Etf (VOO)
Vanguard Extended Market Etf Etf (VXF)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Large-cap Etf Etf (VV)
Vanguard Small Cap Value Etf Etf (VBR)
Ishares National Muni Bond Etf Etf (MUB)
Spdr S&p 500 Etf Trust Etf (SPY)
Schwab U.s. Mid-cap Etf Etf (SCHM)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Apple Stock (AAPL)
Ishares Core S&p 500 Etf Etf (IVV)
Microsoft Corp Stock (MSFT)
Vanguard Total Stock Market Etf Etf (VTI)
Amazon Stock (AMZN)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)

View all positions for Plante Moran Financial Advisors

Top funds holding I3 Verticals

T. Rowe Price Investment Management
Vanguard Group
BlackRock
Geneva Capital Management
AltraVue Capital
Jennison Associates
Long Path Partners
Crosslink Capital
Ranger Investment Management
Punch & Associates Investment Management
Portolan Capital Management
Thrivent Financial for Lutherans
State Street Corporation
12th Street Asset Management Company
Forager Capital Management

View all funds holding I3 Verticals