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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | REAL ESTATE ETF | 51 | $2,446,906 | 27,692 | 0.00 | 0.00 | -395 | -1.41 | 12-31-2023 |
| FACTSET RESH SYS INC | COM | 52 | $2,378,572 | 4,986 | 0.00 | 0.00 | -31 | -0.62 | 12-31-2023 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 53 | $2,108,574 | 5,912 | 0.00 | 0.00 | -15 | -0.25 | 12-31-2023 |
| SONY GROUP CORP | SPONSORED ADR | 54 | $2,037,729 | 21,520 | 0.00 | 0.00 | -760 | -3.41 | 12-31-2023 |
