Number of Shares
540
Previous 426 26.76%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 05, 2024

BUY
N/A
114 Added 26.76%
540 $0
Q4 2023

Feb 06, 2024

BUY
N/A
118 Added 38.31%
426 $0
Q3 2023

Nov 13, 2023

SELL
N/A
-8 Reduced 2.53%
308 $0
Q2 2023

Aug 09, 2023

BUY
N/A
31 Added 10.88%
316 $0
Q1 2023

May 08, 2023

BUY
N/A
285 New
285 $0
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.