INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC current holdings: USA Options
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC reported $0.00 billion in put and call options, at their filed underlying value (listed in the US), 3 positions, in its Form 13F for the quarter ended 2024-06-30; the largest are SPY, WFC, CGNT.
- SPY: Country of operation —; Class TR UNIT · Put; Shares 357,100; Value $1,749,790.
- WFC: Country of operation United States; Class COM · Put; Shares 14,500; Value $18,850.
- CGNT: Country of operation —; Class ORD SHS · Call; Shares 700; Value $28.
Form 13F-HR as filed (SEC CIK 1673815): quarter ended 2024-06-30, filed 2024-07-05. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
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