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Tidal Trust I shares owned by Plante Moran Financial Advisors

Quarter-by-quarter ownership of Tidal Trust I (SGRT) shares owned by Plante Moran Financial Advisors from 13F filings

Historical chart of Plante Moran Financial Advisors investment in Tidal Trust I

Tip: Access up to 7 years of quarterly data

All positions including Tidal Trust I 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 Tidal Trust I by Plante Moran Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.3k 35 37.51

More positions owned by Plante Moran Financial Advisors

Vanguard S&p 500 Etf Etf (VOO)
Vanguard Extended Market Etf Etf (VXF)
Ishares Russell Mid-cap Growth Etf Etf (IWP)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Avantis U.s. Small Cap Value Etf Etf (AVUV)
Vanguard Large-cap Etf Etf (VV)
Vanguard Small Cap Value Etf Etf (VBR)
Ishares National Muni Bond Etf Etf (MUB)
State Street Spdr S&p 500 Etf Etf (SPY)
Schwab U.s. Mid-cap Etf Etf (SCHM)
State Street Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Apple Stock (AAPL)
Ishares Core S&p 500 Etf Etf (IVV)
Vanguard Total Stock Market Etf Etf (VTI)
Microsoft Corp Stock (MSFT)

View all positions for Plante Moran Financial Advisors

Top funds holding Tidal Trust I

SMART Wealth
Brookstone Capital Management
Authentikos Wealth Advisory
Morgan Stanley
Herbst Group
AE Wealth Management
Kovack Advisors
Brown Advisory Holdings Incorporated
Jane Street
Advisory Alpha
Quest 10 Wealth Builders
Royal Bank of Canada
Smartleaf Asset Management
UBS Group
Plante Moran Financial Advisors

View all funds holding Tidal Trust I