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 |
|---|---|---|---|---|---|---|---|---|---|
| CURTISS WRIGHT CORP | COM | 1001 | $2,981 | 11 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| FIRST TR EXCHANGE-TRADED FD | DOW 30 EQL WGT | 1002 | $2,932 | 88 | 0.00 | 0.00 | 1 | 1.15 | 06-30-2024 |
| INVESCO EXCHANGE TRADED FD T | GLOBAL DRGN CN | Liquidated | $0 | 0 | 0.00 | 0.00 | 2 | 1.85 | 03-31-2024 |
| KANDI TECHNOLOGIES GROUP INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
