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 |
|---|---|---|---|---|---|---|---|---|---|
| AFLAC INC | COM | 551 | $273,686 | 3,317 | 0.00 | 0.00 | 16 | 0.48 | 12-31-2023 |
| CROWDSTRIKE HLDGS INC | CL A | 552 | $272,682 | 1,068 | 0.00 | 1,068 | +Inf | 12-31-2023 | |
| YUM BRANDS INC | COM | 553 | $272,503 | 2,085 | 0.00 | 2,085 | +Inf | 12-31-2023 | |
| FIRST TR SML CP CORE ALPHA F | COM SHS | 554 | $272,156 | 2,972 | 0.00 | 0.00 | -399 | -11.84 | 12-31-2023 |
