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  Name: PLANNING ALTERNATIVES LTD /ADV
  City: BLOOMFIELD HILLS
  State: MI
  Zip: 48304
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $608,509,000
  Total Value Change : $37,561,000
  Securities Held Change : 0
   
All Securities Held : 49
  New Positions : 2
  Closed Positions : 2
  Increased Positions : 16
  Unchanged Positions : 11
  Decreased Positions : 20

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 2     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (DTE)1 Year Chart         DTE DTE Energy Co 22 New $112.33 $1,731,000 15,433 0.28% 1,731,000 15,433 0.008    Electric Utilities
   (AMZN)1 Year Chart         AMZN Amazon.com Inc 47 New $184.30 $223,000 1,234 0.04% 223,000 1,234 0    Internet Software & S...

      2 Records Found
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