Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BOSTON FAMILY OFFICE LLC | 02-12-2024 | 12-31-2023 | 260 | 1,330,157,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| General Electric Company | COM NEW | 301 | $231,000 | 1,812 | 0.02 | 0.02 | 0 | 0.00 | 12-31-2023 |
| Ferrari NV | COM | 302 | $223,000 | 660 | 0.02 | 0.02 | -62 | -8.59 | 12-31-2023 |
| Trimble Inc. | COM | 303 | $217,000 | 4,075 | 0.02 | 0.02 | 0 | 0.00 | 12-31-2023 |
| Energy Select Sector SPDR Fund | ENERGY | Liquidated | $0 | 0 | 0.02 | 0.02 | -819 | -25.58 | 12-31-2023 |
