Stock Transactions
Filing Period:
2026
2025
2024
2023
Q1
Transaction Type:
Equity
Buy & Sell
Buy
Sell
Options
Put & Call
Put
Call
Fund
Previous Shares
Current Shares
Change in Shares
▲
▼
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)
▲
▼
Type
PERSONAL CFO SOLUTIONS, LLC
7,687
8,654
+967
0.06
0.05
-0.01
buy
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