Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BOSTON FAMILY OFFICE LLC | 08-12-2024 | 06-30-2024 | 265 | 1,387,716,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Amgen Inc. | COM | 101 | $2,630,000 | 8,416 | 0.19 | 0.17 | -52 | -0.61 | 06-30-2024 |
| Vanguard FTSE Developed Markets ETF | FTSE DEV MKT ETF | 102 | $2,623,000 | 53,066 | 0.19 | 0.22 | -7,719 | -12.70 | 06-30-2024 |
| UnitedHealth Group Incorporated | COM | 103 | $2,553,000 | 5,013 | 0.18 | 0.17 | 220 | 4.59 | 06-30-2024 |
| iShares iBonds Treasury 2024 | IBONDS 24 TRM TS | 104 | $2,495,000 | 104,040 | 0.18 | 0.19 | -3,465 | -3.22 | 06-30-2024 |
