Valley Financial Management, Inc. Listed Fds Tr Core Alternative Call Options Transaction History

Valley Financial Management, Inc.

$193 Billion
Q2 2023

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding CCOR

# of Institutions

44

Shares Held

5.9M

Call Options Held

0

Put Options Held

0

Institutional & Family Asset Management, LLC

1.54M
Shares

$40.8 Million
4.55% of portfolio
Alaska Permanent Capital Management

808K
Shares

$21.3 Million
1.76% of portfolio
Frontier Wealth Management LLC Kansas City, MO

732K
Shares

$19.3 Million
0.28% of portfolio
Envestnet Asset Management Inc

543K
Shares

$14.4 Million
0.0% of portfolio
Apcm Wealth Management For Individuals

467K
Shares

$12.3 Million
1.93% of portfolio

About LISTED FDS TR CORE ALTERNATIVE

Ticker CCOR
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