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 |
|---|---|---|---|---|---|---|---|---|---|
| CAMDEN PPTY TR | SH BEN INT | 401 | $34,950 | 352 | 0.00 | 0.00 | 12 | 3.53 | 12-31-2023 |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | 402 | $34,916 | 409 | 0.00 | 0.00 | -133 | -24.54 | 12-31-2023 |
| VIATRIS INC | COM | 403 | $34,689 | 3,203 | 0.00 | 0.00 | -70 | -2.14 | 12-31-2023 |
| MID-AMER APT CMNTYS INC | COM | 404 | $34,556 | 257 | 0.00 | 0.00 | 9 | 3.63 | 12-31-2023 |
