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 |
|---|---|---|---|---|---|---|---|---|---|
| VanEck Vectors Short Muni ETF | VANECK SHRT MUNI | 301 | $236,000 | 13,896 | 0.02 | 0.02 | 0 | 0.00 | 06-30-2024 |
| VanEck Morningstar International Moat ETF | MORNINGSTAR INTL | 302 | $236,000 | 7,536 | 0.02 | 0.02 | -1,549 | -17.05 | 06-30-2024 |
| Trade Desk, Inc. Class A | COM CL A | 303 | $234,000 | 2,400 | 0.02 | 2,400 | +Inf | 06-30-2024 | |
| iShares TIPS Bond ETF | TIPS BD ETF | 304 | $231,000 | 2,165 | 0.02 | 2,165 | +Inf | 06-30-2024 |
