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 |
|---|---|---|---|---|---|---|---|---|---|
| PHILIP MORRIS INTL INC COM | Stock | 751 | $20,164 | 199 | 0.00 | 199 | +Inf | 06-30-2024 | |
| EQT CORP COM | Stock | 752 | $20,002 | 541 | 0.00 | 541 | +Inf | 06-30-2024 | |
| ITRON INC COM | Stock | 753 | $19,792 | 200 | 0.00 | 200 | +Inf | 06-30-2024 | |
| NIKE INC CL B | Stock | 754 | $19,664 | 261 | 0.00 | 261 | +Inf | 06-30-2024 |
