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 |
|---|---|---|---|---|---|---|---|---|---|
| EXELON CORP | COM | 251 | $100,305 | 2,794 | 0.00 | 0.00 | 22 | 0.79 | 12-31-2023 |
| ISHARES TR | 1 3 YR TREAS BD | 252 | $99,929 | 1,218 | 0.00 | 0.00 | 205 | 20.24 | 12-31-2023 |
| CARDINAL HEALTH INC | COM | 253 | $99,893 | 991 | 0.00 | 0.00 | -573 | -36.64 | 12-31-2023 |
| ROYAL BK CDA | COM | 254 | $96,175 | 951 | 0.00 | 0.00 | -1 | -0.11 | 12-31-2023 |
