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 |
|---|---|---|---|---|---|---|---|---|---|
| COSTCO WHSL CORP NEW | COM | 201 | $142,577 | 216 | 0.00 | 0.00 | -2 | -0.92 | 12-31-2023 |
| ISHARES TR | CORE S&P US GWT | 202 | $133,248 | 1,280 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| CHENIERE ENERGY INC | COM NEW | 203 | $133,133 | 780 | 0.00 | 0.00 | 2 | 0.26 | 12-31-2023 |
| SAB BIOTHERAPEUTICS INC | COM | 204 | $132,019 | 192,027 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
