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 |
|---|---|---|---|---|---|---|---|---|---|
| MDU RES GROUP INC | COM | 701 | $8,415 | 425 | 0.00 | 425 | +Inf | 12-31-2023 | |
| CONSTRUCTION PARTNERS INC | COM CL A | 702 | $8,356 | 192 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| EURONET WORLDWIDE INC | COM | 703 | $8,221 | 81 | 0.00 | 0.00 | 2 | 2.53 | 12-31-2023 |
| ZEBRA TECHNOLOGIES CORPORATI | CL A | 704 | $8,200 | 30 | 0.00 | 0.00 | 1 | 3.45 | 12-31-2023 |
