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 |
|---|---|---|---|---|---|---|---|---|---|
| WISDOMTREE TR | US SMALLCAP DIVD | 401 | $385,718 | 11,990 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| SHELL PLC | SPON ADS | 402 | $385,651 | 5,860 | 0.00 | 0.00 | 597 | 11.34 | 12-31-2023 |
| L3HARRIS TECHNOLOGIES INC | COM | 403 | $385,632 | 1,830 | 0.00 | 0.00 | -33 | -1.77 | 12-31-2023 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 404 | $385,442 | 4,362 | 0.00 | 4,362 | +Inf | 12-31-2023 |
