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 |
|---|---|---|---|---|---|---|---|---|---|
| CHEMED CORP NEW | COM | 451 | $338,635 | 579 | 0.00 | 0.00 | 9 | 1.58 | 12-31-2023 |
| TERRENO RLTY CORP | COM | 452 | $337,033 | 5,377 | 0.00 | 0.00 | 952 | 21.51 | 12-31-2023 |
| SBA COMMUNICATIONS CORP NEW | CL A | 453 | $336,949 | 1,328 | 0.00 | 0.00 | 83 | 6.67 | 12-31-2023 |
| DOLLAR GEN CORP NEW | COM | 454 | $336,632 | 2,476 | 0.00 | 0.00 | 129 | 5.50 | 12-31-2023 |
