Institutional & Family Asset Management, LLC Options Holdings

Institutional & Family Asset Management, LLC

  • $846 Million
  • Q2 2024

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
PUT
$194 Million
357K
Q2 2024
Reduced 3.9%
WFC
Wells Fargo & Company

Financial Services
PUT
$861,000
14.5K
Q4 2023
New holding
CGNT
Cognyte Software Ltd.

Technology
CALL
$5,000
700
Q2 2024
New holding

Summary

  • Portfolio
  • No. of Stocks 748
  • Current Value $846 Million
  • Prior Value $825 Million
  • Filing
  • Period Q2 2024
  • Filing Date July 05, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 59 stocks
  • Additional Purchases 199 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 152 stocks
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.

Choose your preferred platform and Sign Up 👇 Telegram Email