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 |
|---|---|---|---|---|---|---|---|---|---|
| PALO ALTO NETWORKS INC | COM | 301 | $22,116 | 75 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| SELECT SECTOR SPDR TR | SBI INT-UTILS | 302 | $21,849 | 345 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| FRANCO NEV CORP | COM | 303 | $21,719 | 196 | 0.00 | 0.00 | -42 | -17.65 | 12-31-2023 |
| DIAMONDBACK ENERGY INC | COM | 304 | $21,246 | 137 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
