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 |
|---|---|---|---|---|---|---|---|---|---|
| ROYAL CARIBBEAN GROUP | COM | 601 | $12,949 | 100 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| GEN DIGITAL INC | COM | 602 | $12,870 | 564 | 0.00 | 0.00 | 22 | 4.06 | 12-31-2023 |
| HILLMAN SOLUTIONS CORP | COM | 603 | $12,728 | 1,382 | 0.00 | 0.00 | 192 | 16.13 | 12-31-2023 |
| GUARDANT HEALTH INC | COM | 604 | $12,686 | 469 | 0.00 | 0.00 | -15 | -3.10 | 12-31-2023 |
