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 |
|---|---|---|---|---|---|---|---|---|---|
| KRAFT HEINZ CO | COM | 101 | $329,076 | 8,899 | 0.00 | 0.00 | 1,213 | 15.78 | 12-31-2023 |
| ISHARES TR | RUS MID CAP ETF | 102 | $327,399 | 4,212 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| UNITEDHEALTH GROUP INC | COM | 103 | $313,777 | 596 | 0.00 | 0.00 | -31 | -4.94 | 12-31-2023 |
| NATIONAL PRESTO INDS INC | COM | 104 | $307,471 | 3,830 | 0.00 | 0.00 | -1,006 | -20.80 | 12-31-2023 |
