Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| INSTITUTIONAL & FAMILY ASSET MANAGEMENT LLC | 02-06-2024 | 12-31-2023 | 713 | 608,021,203 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| HUNTINGTON BANCSHARES INC | COM | 1051 | $1,615 | 127 | 0.00 | 127 | +Inf | 12-31-2023 | |
| ISHARES TR | MSCI EAFE MIN VL | 1052 | $1,614 | 23 | 0.00 | 23 | +Inf | 12-31-2023 | |
| NET LEASE OFFICE PROPERTIES | COM | 1053 | $1,608 | 87 | 0.00 | 87 | +Inf | 12-31-2023 | |
| ISHARES TR | US AER DEF ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | -8 | -34.78 | 12-31-2023 |
