Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TARBOX FAMILY OFFICE INC | 02-08-2024 | 12-31-2023 | 97 | 514,209,033 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SMUCKER J M CO | COM NEW | 151 | $202,334 | 1,601 | 0.00 | 1,601 | +Inf | 12-31-2023 | |
| ALTRIA GROUP INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
