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 |
|---|---|---|---|---|---|---|---|---|---|
| AMERICAN TOWER CORP NEW | COM | 201 | $67,787 | 314 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| SELECT SECTOR SPDR TR | FINANCIAL | 202 | $67,380 | 1,792 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 203 | $66,623 | 865 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ISHARES TR | U.S. TECH ETF | 204 | $66,583 | 542 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
