Institutional & Family Asset Management, LLC First Tr Fd Ii Nasdaq Cybersec Transaction History

Institutional & Family Asset Management, LLC

$846 Million
Q2 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Feb 14, 2019	SELL	$21.94 - $28.16 $2,194 - $2,816	-100 Closed	0 $0
Q3 2018 Nov 13, 2018	BUY	$26.03 - $28.89 $2,603 - $2,889	100 New	100 $3,000

Others Institutions Holding CIBR

# of Institutions

584

Shares Held

56.4M

Call Options Held

184K

Put Options Held

88K

Morgan Stanley New York, NY

11M
Shares

$714 Million
0.05% of portfolio
Bank Of America Corp Charlotte, NC

7.08M
Shares

$461 Million
0.04% of portfolio
Ubs Group Ag

5.44M
Shares

$354 Million
0.07% of portfolio
Lpl Financial LLC Fort Mill, SC

3.33M
Shares

$217 Million
0.09% of portfolio
Wells Fargo & Company San Francisco, CA

2.3M
Shares

$150 Million
0.03% of portfolio

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About FIRST TR FD II NASDAQ CYBERSEC

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