Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| INSTITUTIONAL & FAMILY ASSET MANAGEMENT LLC | 07-03-2024 | 06-30-2024 | 748 | 654,356,788 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SHOALS TECHNOLOGIES GROUP IN | CL A | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| BRIGHTSPRING HEALTH SVCS INC | COM | 1352 | $364 | 32 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| RITHM CAPITAL CORP | COM NEW | 1353 | $360 | 33 | 0.00 | 0.00 | 1 | 3.12 | 06-30-2024 |
| CONSOLIDATED EDISON INC | COM | 1354 | $358 | 4 | 0.00 | 4 | +Inf | 06-30-2024 |
