Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FAMILY MANAGEMENT CORP | 11-14-2023 | 09-30-2023 | 157 | 440,350,873 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | S&P 100 ETF | 201 | $260,631 | 1,299 | 0.00 | 1,299 | +Inf | 09-30-2023 | |
| COHEN & STEERS REAL ESTATE O | SHS BENFIN INT | 202 | $260,204 | 19,939 | 0.00 | 0.00 | -49,769 | -71.40 | 09-30-2023 |
| RIVIAN AUTOMOTIVE INC | COM CL A | 203 | $259,286 | 10,679 | 0.00 | 10,679 | +Inf | 09-30-2023 | |
| SHELL PLC | SPON ADS | 204 | $258,614 | 4,017 | 0.00 | 0.00 | 53 | 1.34 | 09-30-2023 |
