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 |
|---|---|---|---|---|---|---|---|---|---|
| WALGREENS BOOTS ALLIANCE INC | COM | 351 | $13,055 | 500 | 0.00 | 500 | +Inf | 12-31-2023 | |
| CONSTELLATION BRANDS INC | CL A | 352 | $13,055 | 54 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| EATON CORP PLC | SHS | 353 | $12,764 | 53 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| HOLOGIC INC | COM | 354 | $12,504 | 175 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
