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 |
|---|---|---|---|---|---|---|---|---|---|
| GARTNER INC | COM | 201 | $830,945 | 1,842 | 0.00 | 0.00 | -116 | -5.92 | 12-31-2023 |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | Liquidated | $0 | 0 | 0.00 | 0.00 | -286 | -2.22 | 12-31-2023 |
| GENERAL ELECTRIC CO | COM NEW | 203 | $826,418 | 6,475 | 0.00 | 0.00 | 1,219 | 23.19 | 12-31-2023 |
| JUNIPER NETWORKS INC | COM | 204 | $816,590 | 27,699 | 0.00 | 27,699 | +Inf | 12-31-2023 |
