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 |
|---|---|---|---|---|---|---|---|---|---|
| VERTIV HOLDINGS CO | COM CL A | 801 | $201,685 | 4,199 | 0.00 | 4,199 | +Inf | 12-31-2023 | |
| CARDINAL HEALTH INC | COM | 802 | $200,930 | 1,993 | 0.00 | 1,993 | +Inf | 12-31-2023 | |
| CLOUDFLARE INC | CL A COM | 803 | $200,657 | 2,410 | 0.00 | 2,410 | +Inf | 12-31-2023 | |
| MATCH GROUP INC NEW | COM | 804 | $200,458 | 5,492 | 0.00 | 5,492 | +Inf | 12-31-2023 |
