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 |
|---|---|---|---|---|---|---|---|---|---|
| INTEL CORP COM | Stock | 501 | $80,360 | 2,595 | 0.00 | 2,595 | +Inf | 06-30-2024 | |
| QUEST DIAGNOSTICS INC COM | Stock | 502 | $79,709 | 582 | 0.00 | 582 | +Inf | 06-30-2024 | |
| TARGET CORP COM | Stock | 503 | $78,797 | 532 | 0.00 | 532 | +Inf | 06-30-2024 | |
| PUBLIC STORAGE OPER CO COM | REIT | 504 | $78,610 | 273 | 0.00 | 273 | +Inf | 06-30-2024 |
