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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | RUS MID CAP ETF | 501 | $19,899 | 256 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | 502 | $19,873 | 257 | 0.00 | 0.00 | 4 | 1.58 | 12-31-2023 |
| WERNER ENTERPRISES INC | COM | 503 | $19,364 | 457 | 0.00 | 0.00 | 2 | 0.44 | 12-31-2023 |
| IRON MTN INC DEL | COM | 504 | $19,136 | 273 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
