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  Name: BOSTON FAMILY OFFICE LLC
  City: BOSTON
  State: MA
  Zip: 02110
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $1,330,157,000
  Total Value Change : $109,944,000
  Securities Held Change : 7
   
All Securities Held : 260
  New Positions : 9
  Closed Positions : 5
  Increased Positions : 63
  Unchanged Positions : 70
  Decreased Positions : 118

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Holdings Found : 5     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (IBTD)1 Year Chart         IBTD Ishares Ibonds Dec 2023 Ter... 259 Closed $0.00 $0 0 0% -2,540,000 -102,328 0.006    N/A
   (TTD)1 Year Chart         TTD Trade Desk, Inc. 264 Closed $91.36 $0 0 0% -215,000 -2,750 0    N/A
   (VDE)1 Year Chart         VDE Vanguard Energy VIPERS 263 Closed $130.26 $0 0 0% -215,000 -1,699 0    Closed - End Fund - E...
   (SLB)1 Year Chart         SLB Schlumberger Ltd 261 Closed $47.96 $0 0 0% -215,000 -3,683 0    Oil & Gas Equipment &...
   (XLE)1 Year Chart         XLE SPDR Energy Sector 260 Closed $93.30 $0 0 0% -215,000 -2,383 0    Closed - End Fund - E...

      5 Records Found
  1    
Page 1 of 1
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