First Personal Financial Services quarter change: USA ETF, Added
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2024-06-30 to 2024-09-30, First Personal Financial Services opened 12 positions, added to 10, reduced 22, sold out of 2 and left 64 unchanged. The largest increase in value was SGOV (+$1,205,557); the largest decrease was SPHD (-$147,716).
- SGOV: Country of operation —; Class 0-3 MNTH TREASRY; Shares 2024-06-30 7,306; Shares 2024-09-30 19,275.
- VPU: Country of operation —; Class UTILITIES ETF; Shares 2024-06-30 6,183; Shares 2024-09-30 6,230.
- IGIB: Country of operation —; Class ISHS 5-10YR INVT; Shares 2024-06-30 55,094; Shares 2024-09-30 55,187.
- VEA: Country of operation —; Class VAN FTSE DEV MKT; Shares 2024-06-30 55; Shares 2024-09-30 1,971.
Two Form 13F-HR filings compared (SEC CIK 1633869): 2024-06-30 (filed 2024-07-30) and 2024-09-30 (filed 2024-11-01). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Not available yet | |||