Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| INDEPENDENT FAMILY OFFICE LLC | 04-29-2024 | 03-31-2024 | 74 | 186,336,525 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MICROSTRATEGY INC | NOTE 2/1 | 51 | $698,870 | 410 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| JPMORGAN CHASE & CO | COM | 52 | $685,427 | 3,422 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| JOHNSON & JOHNSON | COM | 53 | $652,059 | 4,122 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| TECK RESOURCES LTD | CL B | 54 | $510,447 | 11,150 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
