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 |
|---|---|---|---|---|---|---|---|---|---|
| CHUBB LIMITED | COM | 751 | $7,006 | 31 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| FULLER H B CO | COM | 752 | $7,001 | 86 | 0.00 | 0.00 | -19 | -18.10 | 12-31-2023 |
| SITEONE LANDSCAPE SUPPLY INC | COM | 753 | $6,988 | 43 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| WISDOMTREE TR | INTL SMCAP DIV | 754 | $6,959 | 109 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
