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 |
|---|---|---|---|---|---|---|---|---|---|
| INTERCONTINENTAL EXCHANGE IN | COM | 651 | $10,274 | 80 | 0.00 | 0.00 | 46 | 135.29 | 12-31-2023 |
| FIRST TR EXCHANGE TRADED FD | TECH ALPHADEX | 652 | $10,246 | 80 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| SAP SE | SPON ADR | 653 | $10,203 | 66 | 0.00 | 0.00 | -9 | -12.00 | 12-31-2023 |
| AVALONBAY CMNTYS INC | COM | 654 | $10,110 | 54 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
