Mbl Wealth, LLC Listed Fds Tr Core Alternative Transaction History

Mbl Wealth, LLC

$1.02 Billion
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 02, 2022	SELL	$29.5 - $31.54 $3.84 Million - $4.11 Million	-130,174 Closed	0 $0
Q3 2021 Oct 25, 2021	BUY	$29.4 - $30.6 $3.83 Million - $3.98 Million	130,174 New	130,174 $3.86 Million

Others Institutions Holding CCOR

# of Institutions

35

Shares Held

3.76M

Call Options Held

0

Put Options Held

0

Institutional & Family Asset Management, LLC

1.54M
Shares

$40.5 Million
4.55% of portfolio
Frontier Wealth Management LLC Kansas City, MO

732K
Shares

$19.2 Million
0.28% of portfolio
Cwm, LLC

320K
Shares

$8.38 Million
0.03% of portfolio
Quantitative Advantage, LLC Minnetonka, MN

227K
Shares

$5.94 Million
0.98% of portfolio
Captrust Financial Advisors Raleigh, NC

185K
Shares

$4.84 Million
0.01% of portfolio

About LISTED FDS TR CORE ALTERNATIVE

Ticker CCOR
Sector ETFs
Industry ETFs

More about CCOR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Mbl Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mbl Wealth, LLC with notifications on news.