Institutional & Family Asset Management, LLC Spdr Index Shs Fds S&P North A 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 2022 May 11, 2022	SELL	$44.28 - $59.64 $1,328 - $1,789	-30 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$40.5 - $45.22 $1,215 - $1,356	30 New	30 $1,000

Others Institutions Holding NANR

# of Institutions

100

Shares Held

8.54M

Call Options Held

Put Options Held

Financial Engines Advisors L.L.C. Santa Clara, CA

6.05M
Shares

$309 Million
0.7% of portfolio
Capital Wealth Management, LLC W. Warwick, RI

243K
Shares

$12.4 Million
5.9% of portfolio
Bank Of America Corp Charlotte, NC

183K
Shares

$9.36 Million
0.0% of portfolio
Franklin Resources Inc San Mateo, CA

180K
Shares

$9.21 Million
0.0% of portfolio
Cambridge Investment Research Advisors, Inc.

141K
Shares

$7.2 Million
0.03% of portfolio

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About SPDR INDEX SHS FDS S&P NORTH A

Ticker NANR
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