Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PERSONAL CFO SOLUTIONS LLC | 02-12-2024 | 12-31-2023 | 511 | 577,611,954 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CHUBB LIMITED | COM | 1 | $38,392,281 | 169,877 | 0.01 | 0.01 | -1,299 | -0.76 | 12-31-2023 |
| ISHARES TR | RUSSELL 2000 ETF | 2 | $21,170,635 | 105,478 | 0.00 | 0.00 | 4,819 | 4.79 | 12-31-2023 |
| INNOVATOR ETFS TR | US EQTY PWR BF | 3 | $17,281,422 | 517,873 | 0.00 | 0.00 | -2,828 | -0.54 | 12-31-2023 |
| APPLE INC | COM | 4 | $16,544,949 | 85,934 | 0.00 | 0.00 | 4,341 | 5.32 | 12-31-2023 |
