INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC
Q1 2024 13F Holdings
Location
Fort Collins, CO
Holdings as of
3/31/2024
Value ($000)
$627,336
Num holdings
736
Date filed
5/8/2024
Form type
13F-HR
Prev filing
2/6/2024
Next filing
SEC
View on sec.gov
Compare Q1 2024 to
2023 Q4
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2017 Q3 - RESTATEMENT
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Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type