Institutional & Family Asset Management, LLC Invesco S&P Smallcap Informati Transaction History

Institutional & Family Asset Management, LLC

$846 Million
Q2 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 14, 2022	SELL	$138.0 - $156.0 $186,576 - $210,912	-1,352 Closed	0 $0
Q3 2021 Nov 10, 2021	BUY	$130.25 - $148.99 $176,098 - $201,434	1,352 New	1,352 $189,000

Others Institutions Holding PSCT

# of Institutions

103

Shares Held

1.9M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

239K
Shares

$12.2 Million
0.0% of portfolio
Goldman Sachs Group Inc New York, NY

237K
Shares

$12 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

164K
Shares

$8.34 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

111K
Shares

$5.63 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

105K
Shares

$5.32 Million
0.0% of portfolio

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