PERSONAL CFO SOLUTIONS, LLC

Q1 2021 vs. Q1 2024 13F Holdings

Period
Q1 2021
Q1 2024
Holdings as of
3/31/2021
3/31/2024
Value ($000)
$462,594
$640,867
Num holdings
407
541
Form type
13F-HR
13F-HR
Date filed
4/21/2021
5/13/2024
Shares or Principal Value ($000)
Sym Issuer Name Cl CUSIP Option Type Q1 2021 Q1 2024 Diff Chg % Q1 2021 Q1 2024 Diff Chg %