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 |
|---|---|---|---|---|---|---|---|---|---|
| KEYSIGHT TECHNOLOGIES INC | COM | 451 | $26,091 | 164 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| CHORD ENERGY CORPORATION | COM NEW | 452 | $26,061 | 157 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| INSULET CORP | COM | 453 | $26,038 | 120 | 0.00 | 0.00 | 3 | 2.56 | 12-31-2023 |
| APTIV PLC | SHS | 454 | $25,750 | 287 | 0.00 | 0.00 | 30 | 11.67 | 12-31-2023 |
