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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | SELECT DIVID ETF | 251 | $41,027 | 350 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| INVESCO EXCHANGE TRADED FD T | LARGE CAP VALUE | 252 | $40,694 | 802 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| PROLOGIS INC. | COM | 253 | $39,990 | 300 | 0.00 | 0.00 | -24 | -7.41 | 12-31-2023 |
| COMCAST CORP NEW | CL A | 254 | $38,939 | 888 | 0.00 | 888 | +Inf | 12-31-2023 |
