Institutional & Family Asset Management, LLC Victory Portf Ii Shs Us Disc E Transaction History

Institutional & Family Asset Management, LLC

$846 Million
Q2 2024

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2019 Feb 14, 2020	SELL	$35.3 - $39.74 $670 - $755	-19 Closed	0 $0
Q3 2019 Nov 14, 2019	SELL	$36.15 - $36.53 $48,585 - $49,096	-1,344 Reduced 98.61%	19 $1,000
Q2 2019 Aug 14, 2019	SELL	N/A	-1,634 Reduced 54.52%	1,363 $51,000
Q1 2019 May 13, 2019	SELL	N/A	-1,168 Reduced 28.04%	2,997 $118,000
Q4 2018 Feb 14, 2019	BUY	N/A	2,347 Added 129.1%	4,165 $164,000
Q3 2018 Nov 13, 2018	BUY	N/A	1,818 New	1,818 $88,000

Others Institutions Holding CSF

# of Institutions

Shares Held

530K

Call Options Held

Put Options Held

Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

99.1K
Shares

$5.54 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

87.7K
Shares

$4.9 Million
0.0% of portfolio
Cetera Investment Advisers Schaumburg, IL

48.2K
Shares

$2.69 Million
0.01% of portfolio
Cwm, LLC

46.6K
Shares

$2.6 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

46.2K
Shares

$2.58 Million
0.0% of portfolio

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