Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BOSTON FAMILY OFFICE LLC | 02-12-2024 | 12-31-2023 | 260 | 1,330,157,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Vanguard Dividend Appreciation ETF | DIV APP ETF | 51 | $8,244,000 | 48,383 | 0.62 | 0.60 | 1,449 | 3.09 | 12-31-2023 |
| TE Connectivity LTD | SHS | 52 | $8,053,000 | 57,316 | 0.61 | 0.64 | -5,639 | -8.96 | 12-31-2023 |
| Palo Alto Networks, Inc. | COM | 53 | $8,017,000 | 27,188 | 0.60 | 0.55 | -1,282 | -4.50 | 12-31-2023 |
| Alphabet Inc. Class A | CAP STK CL A | 54 | $7,950,000 | 56,913 | 0.60 | 0.61 | -266 | -0.47 | 12-31-2023 |
