Apcm Wealth Management For Individuals Listed Fds Tr Core Alternative Call Options Transaction History
Apcm Wealth Management For Individuals
- $664 Million
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding CCOR
# of Institutions
44Shares Held
6.13MCall Options Held
0Put Options Held
0-
Institutional & Family Asset Management, LLC1.54MShares$41.1 Million4.55% of portfolio
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Alaska Permanent Capital Management808KShares$21.5 Million1.76% of portfolio
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Frontier Wealth Management LLC Kansas City, MO732KShares$19.5 Million0.28% of portfolio
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Envestnet Asset Management Inc543KShares$14.5 Million0.0% of portfolio
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Cwm, LLC273KShares$7.27 Million0.03% of portfolio