Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BOSTON FAMILY OFFICE LLC | 02-12-2024 | 12-31-2023 | 260 | 1,330,157,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Welltower, Inc. | COM | 101 | $2,390,000 | 26,511 | 0.18 | 0.18 | -1,005 | -3.65 | 12-31-2023 |
| Vanguard Large-Cap ETF | LARGE CAP ETF | 102 | $2,357,000 | 10,805 | 0.18 | 0.17 | 0 | 0.00 | 12-31-2023 |
| Vanguard FTSE All-World ex-US ETF | ALLWRLD EX US | 103 | $2,353,000 | 41,913 | 0.18 | 0.17 | 2,483 | 6.30 | 12-31-2023 |
| Medtronic PLC | SHS | 104 | $2,349,000 | 28,519 | 0.18 | 0.15 | 4,516 | 18.81 | 12-31-2023 |
