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 |
|---|---|---|---|---|---|---|---|---|---|
| LOCKHEED MARTIN CORP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -95 | -14.71 | 12-31-2023 |
| SEALED AIR CORP NEW | COM | 702 | $225,424 | 6,172 | 0.00 | 6,172 | +Inf | 12-31-2023 | |
| EQUINIX INC | COM | 703 | $225,318 | 279 | 0.00 | 279 | +Inf | 12-31-2023 | |
| VENTAS INC | COM | 704 | $225,224 | 4,518 | 0.00 | 4,518 | +Inf | 12-31-2023 |
