Institutional & Family Asset Management, LLC Amplify ETF Tr Trnsformational Transaction History

Institutional & Family Asset Management, LLC

$846 Million
Q2 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Feb 14, 2022	SELL	$40.17 - $62.77 $4,017 - $6,277	-100 Closed	0 $0
Q3 2021 Nov 10, 2021	SELL	$40.4 - $52.59 $31,835 - $41,440	-788 Reduced 88.74%	100 $4,000
Q2 2021 Aug 10, 2021	BUY	$42.62 - $59.84 $25,657 - $36,023	602 Added 210.49%	888 $42,000
Q1 2021 May 06, 2021	BUY	$35.53 - $61.57 $10,161 - $17,609	286 New	286 $16,000

Others Institutions Holding BLOK

# of Institutions

203

Shares Held

10.7M

Call Options Held

125K

Put Options Held

72.2K

International Assets Investment Management, LLC Orlando, FL

5.23M
Shares

$274 Million
1.16% of portfolio
Morgan Stanley New York, NY

834K
Shares

$43.7 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

642K
Shares

$33.6 Million
0.01% of portfolio
Commonwealth Equity Services, LLC

476K
Shares

$25 Million
0.03% of portfolio
Cx Institutional

404K
Shares

$21.2 Million
0.68% of portfolio

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