Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FAMILY FIRM INC | 05-01-2024 | 03-31-2024 | 197 | 410,445,858 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES BIOTECHNOLOGY ETF | ETF | 101 | $1,568,404 | 11,430 | 0.00 | 0.00 | -225 | -1.93 | 03-31-2024 |
| INVESCO WILDERHILL CLEAN ENERGY ETF | ETF | 102 | $1,553,069 | 67,378 | 0.00 | 0.00 | 7,356 | 12.26 | 03-31-2024 |
| ISHARES GLOBAL HEALTHCARE ETF | ETF | 103 | $1,533,596 | 16,464 | 0.00 | 0.00 | -198 | -1.19 | 03-31-2024 |
| SPDR S&P METALS & MINING ETF | ETF | 104 | $1,519,938 | 25,215 | 0.00 | 0.00 | 2,019 | 8.70 | 03-31-2024 |
