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 |
|---|---|---|---|---|---|---|---|---|---|
| CAVA GROUP INC | COM | 1251 | $473 | 11 | 0.00 | 0.00 | 5 | 83.33 | 12-31-2023 |
| JD.COM INC | SPON ADR CL A | Liquidated | $0 | 0 | 0.00 | 0.00 | -12 | -42.86 | 12-31-2023 |
| SCHRODINGER INC | COM | 1253 | $465 | 13 | 0.00 | 0.00 | 3 | 30.00 | 12-31-2023 |
| TECHNIPFMC PLC | COM | 1254 | $463 | 23 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
