Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FAMILY FIRM INC | 07-24-2024 | 06-30-2024 | 893 | 448,483,232 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| RIVIAN AUTOMOTIVE INC COM CL A | Stock | 1001 | $1,342 | 100 | 0.00 | 100 | +Inf | 06-30-2024 | |
| TRIPADVISOR INC COM | Stock | 1002 | $1,336 | 75 | 0.00 | 75 | +Inf | 06-30-2024 | |
| EQUITABLE HLDGS INC COM | Stock | 1003 | $1,308 | 32 | 0.00 | 32 | +Inf | 06-30-2024 | |
| DATADOG INC CL A COM | Stock | 1004 | $1,297 | 10 | 0.00 | 10 | +Inf | 06-30-2024 |
