Institutional & Family Asset Management, LLC Renaissance Cap Greenwich Fds Transaction History

Institutional & Family Asset Management, LLC

$846 Million
Q2 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2021 Aug 10, 2021	SELL	$54.03 - $67.0 $159,388 - $197,650	-2,950 Closed	0 $0
Q1 2021 May 06, 2021	SELL	$59.15 - $76.13 $15,911 - $20,478	-269 Reduced 8.36%	2,950 $183,000
Q4 2020 Feb 03, 2021	BUY	$50.68 - $69.79 $163,138 - $224,654	3,219 New	3,219 $208,000

Others Institutions Holding IPO

# of Institutions

Shares Held

811K

Call Options Held

27.5K

Put Options Held

4.2K

Tradition Wealth Management, LLC

134K
Shares

$6.16 Million
0.54% of portfolio
Goldman Sachs Group Inc New York, NY

116K
Shares

$5.35 Million
0.0% of portfolio
Cetera Investment Advisers Schaumburg, IL

69.9K
Shares

$3.22 Million
0.01% of portfolio
Sfi Advisors, LLC Montclair, NJ

68.8K
Shares

$3.17 Million
2.11% of portfolio
Jane Street Group, LLC New York, NY

40.3K
Shares

$1.86 Million
0.0% of portfolio

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