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 |
|---|---|---|---|---|---|---|---|---|---|
| PG&E CORP | COM | 401 | $8,114 | 450 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| BORGWARNER INC | COM | 402 | $8,067 | 225 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| BANK NEW YORK MELLON CORP | COM | 403 | $7,808 | 150 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| BAIDU INC | SPON ADR REP A | 404 | $7,741 | 65 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
