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Institutional Investment Manager
First Personal Financial Services
First Personal Financial Services (CIK: 0001633869) incorporated in North Carolina, located at 2150 Park Dr., Charlotte, NC. Institutional holdings reported to the SEC.
Institutional Holdings (2016Q3)
Portfolio Summary: 805 holdings with a total value of $343,396,000.
#
Name
Shares
Value ($)
%
Options
Notes
801 ISHARES TR 44,215 6,840,000 1.99%
802 PROSHARES TR 136,648 7,424,000 2.16%
803 ALIBABA GROUP HLDG LTD 73,278 7,753,000 2.26%
804 ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 73,054 8,135,000 2.37%
805 ISHARES TR 92,213 9,740,000 2.84%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001633869-16-000009, filed 2016.11.07).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.