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 |
|---|---|---|---|---|---|---|---|---|---|
| BLACKROCK CORPOR HI YLD FD INC COM | CEF | 851 | $10,732 | 1,108 | 0.00 | 1,108 | +Inf | 06-30-2024 | |
| TAPESTRY INC COM | Stock | 852 | $10,722 | 251 | 0.00 | 251 | +Inf | 06-30-2024 | |
| PINNACLE WEST CAP CORP COM | Stock | 853 | $10,654 | 139 | 0.00 | 139 | +Inf | 06-30-2024 | |
| BRIGHTHOUSE FINL INC COM | Stock | 854 | $10,575 | 244 | 0.00 | 244 | +Inf | 06-30-2024 |
