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 |
|---|---|---|---|---|---|---|---|---|---|
| CBRE GROUP INC | CL A | 101 | $1,625,165 | 17,458 | 0.00 | 17,458 | +Inf | 12-31-2023 | |
| SIMON PPTY GROUP INC NEW | COM | 102 | $1,597,899 | 11,202 | 0.00 | 0.00 | 1,209 | 12.10 | 12-31-2023 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 103 | $1,577,386 | 9,256 | 0.00 | 0.00 | 3 | 0.03 | 12-31-2023 |
| PACER FDS TR | US CASH COWS 100 | 104 | $1,575,799 | 30,309 | 0.00 | 0.00 | 1,816 | 6.37 | 12-31-2023 |
