Institutional & Family Asset Management, LLC Proshares Short S&P500 New (De Transaction History

Institutional & Family Asset Management, LLC

$846 Million
Q2 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Nov 14, 2019	SELL	$25.95 - $26.32 $35,629 - $36,137	-1,373 Closed	0 $0
Q2 2019 Aug 14, 2019	BUY	N/A	1,373 New	1,373 $37,000

Others Institutions Holding SH

# of Institutions

189

Shares Held

44.3M

Call Options Held

610K

Put Options Held

57.4K

Morgan Stanley New York, NY

16.4M
Shares

$692 Million
0.01% of portfolio
Fure Financial Corp Bloomington, MN

1.75M
Shares

$73.9 Million
24.77% of portfolio
Prostatis Group LLC Hanover, MD

1.72M
Shares

$72.7 Million
0.91% of portfolio
First National Corp

1.56M
Shares

$66 Million
3.78% of portfolio
Marlin Sams Capital Management LLC New York, NY

1.45M
Shares

$61.2 Million
8.21% of portfolio

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