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 |
|---|---|---|---|---|---|---|---|---|---|
| TJX COS INC NEW | COM | 301 | $64,166 | 684 | 0.00 | 0.00 | 60 | 9.62 | 12-31-2023 |
| US BANCORP DEL | COM NEW | 302 | $63,973 | 1,478 | 0.00 | 0.00 | 61 | 4.30 | 12-31-2023 |
| JOHNSON CTLS INTL PLC | SHS | 303 | $63,173 | 1,096 | 0.00 | 0.00 | -15 | -1.35 | 12-31-2023 |
| COLGATE PALMOLIVE CO | COM | 304 | $61,058 | 766 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
