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 |
|---|---|---|---|---|---|---|---|---|---|
| MERIT MED SYS INC | COM | 1151 | $987 | 13 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| SUNRUN INC | COM | Liquidated | $0 | 0 | 0.00 | 78 | +Inf | 12-31-2023 | |
| PROGYNY INC | COM | 1153 | $967 | 26 | 0.00 | 0.00 | 13 | 100.00 | 12-31-2023 |
| BOOT BARN HLDGS INC | COM | 1154 | $921 | 12 | 0.00 | 0.00 | 1 | 9.09 | 12-31-2023 |
