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 |
|---|---|---|---|---|---|---|---|---|---|
| ALPS ETF TR | ALERIAN MLP | 351 | $44,889 | 1,056 | 0.00 | 0.00 | 22 | 2.13 | 12-31-2023 |
| STAG INDL INC | COM | 352 | $44,403 | 1,131 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| HOME DEPOT INC | COM | 353 | $44,259 | 128 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| KRANESHARES TR | CSI CHI INTERNET | Liquidated | $0 | 0 | 0.00 | 1,610 | +Inf | 12-31-2023 |
