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 |
|---|---|---|---|---|---|---|---|---|---|
| DARLING INGREDIENTS INC | COM | 951 | $2,891 | 58 | 0.00 | 0.00 | 6 | 11.54 | 12-31-2023 |
| INVESCO EXCHANGE TRADED FD T | GLOBAL DRGN CN | 952 | $2,859 | 110 | 0.00 | 0.00 | 2 | 1.85 | 12-31-2023 |
| KAYNE ANDERSON ENERGY INFRST | COM | 953 | $2,825 | 322 | 0.00 | 0.00 | 1 | 0.31 | 12-31-2023 |
| KANDI TECHNOLOGIES GROUP INC | COM | 954 | $2,800 | 1,000 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
