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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES GLOBAL 100 ETF | ETF | 351 | $238,896 | 2,672 | 0.00 | 0.00 | -57 | -2.09 | 03-31-2024 |
| WALMART INC COM | Stock | 352 | $237,502 | 3,947 | 0.00 | 0.00 | 2,634 | 200.61 | 03-31-2024 |
| CONSOLIDATED EDISON INC COM | Stock | 353 | $231,729 | 2,552 | 0.00 | 0.00 | 4 | 0.16 | 03-31-2024 |
| GOLDMAN SACHS GROUP INC COM | Stock | 354 | $228,360 | 547 | 0.00 | 0.00 | 4 | 0.74 | 03-31-2024 |
