Institutional & Family Asset Management, LLC Alps ETF Emerging Sector Divi Transaction History

Institutional & Family Asset Management, LLC

$846 Million
Q2 2024

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2020 May 14, 2020	SELL	$13.63 - $22.46 $14,147 - $23,313	-1,038 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$20.05 - $21.83 $160 - $174	8 Added 0.78%	1,038 $23,000
Q3 2019 Nov 14, 2019	BUY	$19.68 - $22.05 $255 - $286	13 Added 1.28%	1,030 $21,000
Q2 2019 Aug 14, 2019	SELL	$20.15 - $22.27 $57,367 - $63,402	-2,847 Reduced 73.68%	1,017 $22,000
Q1 2019 May 13, 2019	SELL	$20.15 - $22.89 $1,289 - $1,464	-64 Reduced 1.63%	3,864 $83,000

Q4 2018 Feb 14, 2019	BUY	$19.82 - $21.7 $24,279 - $26,582	1,225 Added 45.32%	3,928 $79,000
Q3 2018 Nov 13, 2018	SELL	$20.66 - $22.55 $702 - $766	-34 Reduced 1.24%	2,703 $57,000
Q2 2018 Aug 13, 2018	BUY	$21.02 - $24.84 $20,599 - $24,343	980 Added 55.78%	2,737 $59,000
Q1 2018 May 14, 2018	BUY	$24.49 - $27.23 $43,028 - $47,843	1,757 New	1,757 $44,000

Others Institutions Holding EDOG

# of Institutions

Shares Held

880K

Call Options Held

Put Options Held

View Full List

About ALPS ETF EMERGING SECTOR DIVI

Ticker EDOG
Sector ETFs
Industry ETFs

More about EDOG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Institutional & Family Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Institutional & Family Asset Management, LLC with notifications on news.

Account