Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FAMILY FIRM INC | 05-01-2024 | 03-31-2024 | 197 | 410,445,858 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PNC FINL SVCS GROUP INC COM | Stock | 301 | $300,391 | 1,859 | 0.00 | 0.00 | 19 | 1.03 | 03-31-2024 |
| DISNEY WALT CO COM | Stock | 302 | $299,167 | 2,445 | 0.00 | 0.00 | 6 | 0.25 | 03-31-2024 |
| ISHARES MSCI EAFE GROWTH ETF | ETF | 303 | $291,742 | 2,811 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES U.S. HEALTHCARE ETF | ETF | 304 | $291,673 | 4,712 | 0.00 | 0.00 | 3,772 | 401.28 | 03-31-2024 |
