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
ALDEYRA THERAPEUTICS INC COM 1301 $176 50 0.00 0.00 -1 -1.96 12-31-2023
PLUG POWER INC COM NEW 1302 $158 35 0.00 0.00 0 0.00 12-31-2023
RIGEL PHARMACEUTICALS INC COM NEW 1303 $145 100 0.00 100 +Inf 12-31-2023
ZOOM VIDEO COMMUNICATIONS IN CL A 1304 $144 2 0.00 0.00 0 0.00 12-31-2023
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