Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FIRST PERSONAL FINANCIAL SERVICES | 01-29-2024 | 12-31-2023 | 386 | 411,000,026 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ACCENTURE PLC IRELAND | SHS CLASS A | 1 | $15,681,181 | 44,687 | 0.00 | 0.00 | -360 | -0.80 | 12-31-2023 |
| MICROSOFT CORP | COM | 2 | $13,409,637 | 35,660 | 0.00 | 0.00 | -554 | -1.53 | 12-31-2023 |
| ALPHABET INC | CAP STK CL A | 3 | $13,172,348 | 94,297 | 0.00 | 0.00 | -705 | -0.74 | 12-31-2023 |
| WASTE MGMT INC DEL | COM | 4 | $12,334,200 | 68,868 | 0.00 | 0.00 | -704 | -1.01 | 12-31-2023 |
