Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2018

Nov 13, 2018

SELL
N/A
-28,862 Closed
0 $0
Q2 2018

Aug 13, 2018

BUY
N/A
6,585 Added 29.56%
28,862 $1.17 Million
Q1 2018

May 14, 2018

SELL
N/A
-18,963 Reduced 45.98%
22,277 $767,000
Q4 2017

Feb 14, 2018

SELL
N/A
-3,575 Reduced 7.98%
41,240 $1.6 Million
Q3 2017

Nov 14, 2017

BUY
N/A
44,815
44,815 $1.74 Million
Track This Portfolio

Track Institutional & Family Asset Management, LLC Portfolio

Follow Institutional & Family Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Institutional & Family Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Institutional & Family Asset Management, LLC with notifications on news.