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 |
|---|---|---|---|---|---|---|---|---|---|
| CAPITAL ONE FINL CORP | COM | 351 | $438,621 | 3,345 | 0.00 | 0.00 | -525 | -13.57 | 12-31-2023 |
| CME GROUP INC | COM | 352 | $435,581 | 2,068 | 0.00 | 0.00 | -211 | -9.26 | 12-31-2023 |
| ARK ETF TR | NEXT GNRTN INTER | 353 | $435,135 | 5,733 | 0.00 | 0.00 | 62 | 1.09 | 12-31-2023 |
| AMERICAN ELEC PWR CO INC | COM | 354 | $434,136 | 5,345 | 0.00 | 0.00 | 130 | 2.49 | 12-31-2023 |
