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 |
|---|---|---|---|---|---|---|---|---|---|
| APPLIED MATLS INC | COM | 251 | $601,390 | 3,710 | 0.00 | 0.00 | -949 | -20.37 | 12-31-2023 |
| CELANESE CORP DEL | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -3,290 | -40.72 | 12-31-2023 |
| LYONDELLBASELL INDUSTRIES N | SHS - A - | 253 | $591,325 | 6,219 | 0.00 | 0.00 | -852 | -12.05 | 12-31-2023 |
| CONSTELLATION BRANDS INC | CL A | 254 | $586,958 | 2,427 | 0.00 | 0.00 | 19 | 0.79 | 12-31-2023 |
