Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BOSTON FAMILY OFFICE LLC | 02-12-2024 | 12-31-2023 | 260 | 1,330,157,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Starwood Property Trust, Inc. | COM | 151 | $1,200,000 | 57,112 | 0.09 | 0.09 | 1,016 | 1.81 | 12-31-2023 |
| iShares Russell 2000 Growth ETF | RUS 2000 GRW ETF | 152 | $1,161,000 | 4,602 | 0.09 | 0.08 | 200 | 4.54 | 12-31-2023 |
| Walmart Inc. | COM | 153 | $1,119,000 | 7,099 | 0.08 | 0.09 | 0 | 0.00 | 12-31-2023 |
| Conocophillips | COM | 154 | $1,066,000 | 9,185 | 0.08 | 0.09 | 0 | 0.00 | 12-31-2023 |
