Institutional & Family Asset Management, LLC Victory Portfolios Ii Shs Dev Transaction History

Institutional & Family Asset Management, LLC

$846 Million
Q2 2024

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2019 Feb 14, 2020	SELL	$30.49 - $33.53 $1,615 - $1,777	-53 Closed	0 $0
Q3 2019 Nov 14, 2019	SELL	$31.2 - $31.73 $62,805 - $63,872	-2,013 Reduced 97.43%	53 $2,000
Q2 2019 Aug 14, 2019	SELL	N/A	-5,984 Reduced 74.34%	2,066 $66,000
Q1 2019 May 13, 2019	SELL	N/A	-3,446 Reduced 29.98%	8,050 $254,000
Q4 2018 Feb 14, 2019	BUY	N/A	6,094 Added 112.81%	11,496 $353,000
Q3 2018 Nov 13, 2018	BUY	N/A	5,402 New	5,402 $184,000

Others Institutions Holding CIZ

# of Institutions

Shares Held

735K

Call Options Held

Put Options Held

Cetera Investment Advisers Schaumburg, IL

234K
Shares

$7.49 Million
0.02% of portfolio
Flow Traders U.S. LLC New York, NY

123K
Shares

$3.94 Million
0.21% of portfolio
Bank Of America Corp Charlotte, NC

117K
Shares

$3.73 Million
0.0% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

58.2K
Shares

$1.86 Million
0.0% of portfolio
Morgan Stanley New York, NY

56.8K
Shares

$1.82 Million
0.0% of portfolio

View Full List

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