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 |
|---|---|---|---|---|---|---|---|---|---|
| AMGEN INC COM | Stock | 401 | $170,022 | 544 | 0.00 | 544 | +Inf | 06-30-2024 | |
| HONEYWELL INTL INC COM | Stock | 402 | $169,787 | 795 | 0.00 | 795 | +Inf | 06-30-2024 | |
| MARSH & MCLENNAN COS INC COM | Stock | 403 | $167,300 | 794 | 0.00 | 794 | +Inf | 06-30-2024 | |
| QUANTA SVCS INC COM | Stock | 404 | $166,571 | 656 | 0.00 | 656 | +Inf | 06-30-2024 |
