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INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC
Fund manager · 13F holdings
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC
CIK 1673815
Reporting quarter
Q3 2023
Q2 2026
not filed
Q1 2026
not filed
Q4 2025
not filed
Q3 2025
not filed
Q2 2025
not filed
Q1 2025
not filed
Q4 2024
not filed
Q3 2024
not filed
Q2 2024
$652.59M
745 positions · Filed Jul 5, 2024 · Current
Q1 2024
$625.75M
731 positions · Filed May 8, 2024
Q4 2023
$606.09M
711 positions · Filed Feb 6, 2024
Q3 2023
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