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 |
|---|---|---|---|---|---|---|---|---|---|
| GENERAL MTRS CO | COM | 851 | $4,957 | 138 | 0.00 | 0.00 | 3 | 2.22 | 12-31-2023 |
| UNITED AIRLS HLDGS INC | COM | 852 | $4,951 | 120 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| NOVOCURE LTD | ORD SHS | 853 | $4,927 | 330 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| J P MORGAN EXCHANGE TRADED F | BETABULDRS JAPAN | Liquidated | $0 | 0 | 0.00 | 0.00 | -27 | -21.60 | 12-31-2023 |
