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 |
|---|---|---|---|---|---|---|---|---|---|
| ABBVIE INC | COM | 151 | $262,245 | 1,692 | 0.00 | 0.00 | 19 | 1.14 | 12-31-2023 |
| DANAHER CORPORATION | COM | 152 | $256,556 | 1,109 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| PROSHARES TR | S&P 500 DV ARIST | 153 | $254,184 | 2,670 | 0.00 | 0.00 | -74 | -2.70 | 12-31-2023 |
| COMCAST CORP NEW | CL A | 154 | $253,278 | 5,776 | 0.00 | 0.00 | -449 | -7.21 | 12-31-2023 |
