Institutional & Family Asset Management, LLC First Tr Pfd Secs & Income ETF Transaction History

Institutional & Family Asset Management, LLC

$846 Million
Q2 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2019 May 13, 2019	SELL	$17.98 - $19.09 $8,990 - $9,545	-500 Closed	0 $0
Q1 2018 May 14, 2018	BUY	$19.46 - $20.07 $9,730 - $10,035	500 New	500 $10,000

Others Institutions Holding FPE

# of Institutions

430

Shares Held

189M

Call Options Held

Put Options Held

10K

Morgan Stanley New York, NY

47.1M
Shares

$853 Million
0.06% of portfolio
Royal Bank Of Canada Toronto, A6

16.4M
Shares

$297 Million
0.07% of portfolio
Wells Fargo & Company San Francisco, CA

11.7M
Shares

$211 Million
0.05% of portfolio
Lpl Financial LLC Fort Mill, SC

10.8M
Shares

$196 Million
0.1% of portfolio
Ubs Group Ag

10.7M
Shares

$194 Million
0.05% of portfolio

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