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 |
|---|---|---|---|---|---|---|---|---|---|
| FIRST FINL BANKSHARES INC | COM | 901 | $3,969 | 131 | 0.00 | 0.00 | -14 | -9.66 | 12-31-2023 |
| FIDELITY COVINGTON TRUST | ENHANCED INTL | 902 | $3,964 | 150 | 0.00 | 150 | +Inf | 12-31-2023 | |
| ISHARES INC | MSCI EURZONE ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| AMPLIFY ETF TR | AMPLIFY LITHIUM | 904 | $3,796 | 360 | 0.00 | 0.00 | 11 | 3.15 | 12-31-2023 |
