Institutional & Family Asset Management, LLC Closed Holding Positions

Institutional & Family Asset Management, LLC

  • $846 Million
  • Q2 2024
Stock Closed Quarter Shares Sold Price Range Trade History
AMWL
American Well Corp

Healthcare
Q4 2020 Filed on Feb 03, 2021
29
$21.66 - $38.74 $628 - $1.12K
RDFN
Redfin Corp

Real Estate
Q4 2020 Filed on Feb 03, 2021
14
$39.24 - $82.11 $549 - $1.15K
FAS
Direxion Daily Financial Bull

ETFs
Q4 2020 Filed on Feb 03, 2021
1,173
$32.56 - $60.8 $38.2K - $71.3K
WFH
Direxion Shs ETF Tr Work From

Technology
Q4 2020 Filed on Feb 03, 2021
864
$53.77 - $69.21 $46.5K - $59.8K
ESPO
Vaneck ETF Tr Video Gaming & E

ETFs
Q4 2020 Filed on Feb 03, 2021
425
$59.45 - $70.41 $25.3K - $29.9K
Direxion Shs ETF Tr
Q4 2020 Filed on Feb 03, 2021
495
N/A
FTNT
Fortinet, Inc.

Technology
Q4 2020 Filed on Feb 03, 2021
14
$22.07 - $30.43 $309 - $426
Renaissance Cap Greenwich Fd
Q4 2020 Filed on Feb 03, 2021
900
N/A
AGQ
Pro Shares Trust Ii

ETFs
Q4 2020 Filed on Feb 03, 2021
100
$37.88 - $52.07 $3.79K - $5.21K
Amplify ETF Tr
Q4 2020 Filed on Feb 03, 2021
355
N/A
Direxion Shs ETF Tr
Q4 2020 Filed on Feb 03, 2021
1,324
N/A
Yrc Worldwide Inc
Q4 2020 Filed on Feb 03, 2021
2,000
N/A
BIP
Brookfield Infrastructure Partners L.P.

Utilities
Q3 2020 Filed on Oct 30, 2020
350
$26.39 - $32.14 $9.24K - $11.2K
Fiduciary Claymore Engry Inf
Q3 2020 Filed on Oct 30, 2020
691
N/A
ING
Ing Groep Nv

Financial Services
Q3 2020 Filed on Oct 30, 2020
139
$6.77 - $8.41 $941 - $1.17K
GLV
Clough Global Dividend & Income Fund

Financial Services
Q3 2020 Filed on Oct 30, 2020
2,716
$8.74 - $10.12 $23.7K - $27.5K
FMX
Mexican Economic Development Inc

Consumer Defensive
Q3 2020 Filed on Oct 30, 2020
19
$54.32 - $62.48 $1.03K - $1.19K
SHOO
Steven Madden, Ltd.

Consumer Cyclical
Q3 2020 Filed on Oct 30, 2020
47
$19.12 - $23.88 $899 - $1.12K
VRSK
Verisk Analytics, Inc.

Industrials
Q3 2020 Filed on Oct 30, 2020
650
$172.42 - $192.79 $112K - $125K
SCI
Service Corp International

Consumer Cyclical
Q3 2020 Filed on Oct 30, 2020
150
$36.51 - $48.07 $5.48K - $7.21K
Royal Dutch Shell PLC
Q3 2020 Filed on Oct 30, 2020
64
N/A
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
Q3 2020 Filed on Oct 30, 2020
420
$103.87 - $120.36 $43.6K - $50.6K
BMO
Bank Of Montreal

Financial Services
Q3 2020 Filed on Oct 30, 2020
53
$52.13 - $63.75 $2.76K - $3.38K
LECO
Lincoln Electric Holdings Inc

Industrials
Q3 2020 Filed on Oct 30, 2020
43
$82.51 - $98.45 $3.55K - $4.23K
Logmein Inc
Q3 2020 Filed on Oct 30, 2020
6
N/A
Covia Hldgs Corp
Q3 2020 Filed on Oct 30, 2020
23,386
N/A
Championx Corporation
Q3 2020 Filed on Oct 30, 2020
400
N/A
GBCI
Glacier Bancorp, Inc.

Financial Services
Q3 2020 Filed on Oct 30, 2020
47
$30.26 - $37.44 $1.42K - $1.76K
REZI
Resideo Technologies, Inc.

Industrials
Q3 2020 Filed on Oct 30, 2020
271
$10.04 - $14.2 $2.72K - $3.85K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
Q3 2020 Filed on Oct 30, 2020
1,258
$37.26 - $45.31 $46.9K - $57K
AYX
Alteryx, Inc.

Technology
Q3 2020 Filed on Oct 30, 2020
30
$105.71 - $181.98 $3.17K - $5.46K
GBT
Global Blood Therapeutics, Inc.

Healthcare
Q3 2020 Filed on Oct 30, 2020
21
$52.76 - $74.49 $1.11K - $1.56K
ACAD
Acadia Pharmaceuticals Inc

Healthcare
Q3 2020 Filed on Oct 30, 2020
38
$36.42 - $57.0 $1.38K - $2.17K
HDV
Ishares Core High Dividend ETF

ETFs
Q3 2020 Filed on Oct 30, 2020
1,878
$78.68 - $86.23 $148K - $162K
ZS
Zscaler, Inc.

Technology
Q3 2020 Filed on Oct 30, 2020
40
$110.21 - $159.36 $4.41K - $6.37K
PKW
Invesco Exchange Traded Fd Tr

ETFs
Q3 2020 Filed on Oct 30, 2020
304
$56.98 - $63.63 $17.3K - $19.3K
EHTH
E Health, Inc.

Financial Services
Q3 2020 Filed on Oct 30, 2020
20
$61.81 - $114.86 $1.24K - $2.3K
Odonate Therapeutics Inc
Q3 2020 Filed on Oct 30, 2020
15
N/A
BAM
Brookfield Asset Management Inc.

Financial Services
Q3 2020 Filed on Oct 30, 2020
120
$31.76 - $34.86 $3.81K - $4.18K
QURE
Uni Qure N.V.

Healthcare
Q3 2020 Filed on Oct 30, 2020
15
$35.98 - $47.66 $540 - $715
SVXY
Pro Shares Trust Ii

ETFs
Q3 2020 Filed on Oct 30, 2020
5
$30.68 - $36.54 $153 - $183
Momenta Pharmaceuticals Inc
Q3 2020 Filed on Oct 30, 2020
52
N/A
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
Q3 2020 Filed on Oct 30, 2020
0
$35.48 - $40.83 $0 - $0
X
United States Steel Corp

Basic Materials
Q3 2020 Filed on Oct 30, 2020
130
$6.66 - $8.82 $866 - $1.15K
HII
Huntington Ingalls Industries, Inc.

Industrials
Q3 2020 Filed on Oct 30, 2020
17
$137.83 - $180.95 $2.34K - $3.08K
EFZ
Proshares Short Msci Eafe

ETFs
Q3 2020 Filed on Oct 30, 2020
400
$23.08 - $25.05 $9.23K - $10K
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
Q3 2020 Filed on Oct 30, 2020
3,170
$49.13 - $64.05 $156K - $203K
VEON
Veon Ltd.

Communication Services
Q3 2020 Filed on Oct 30, 2020
750
$1.23 - $1.85 $923 - $1.39K
TECL
Direxion Daily Technology Bull

ETFs
Q3 2020 Filed on Oct 30, 2020
8
$23.36 - $40.76 $187 - $326
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