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 |
|---|---|---|---|---|---|---|---|---|---|
| ALASKA AIR GROUP INC | COM | 501 | $977 | 25 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ORGANON & CO | COMMON STOCK | 502 | $707 | 49 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ISHARES TR | US TREAS BD ETF | 503 | $692 | 30 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ISHARES TR | USD INV GRDE ETF | 504 | $667 | 13 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
