Arvest Investments, Inc. Listed Fds Tr Core Alternative Transaction History

Arvest Investments, Inc.

$662 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 19, 2024	SELL	$26.16 - $27.81 $43,687 - $46,442	-1,670 Reduced 58.19%	1,200 $31.8 Million
Q4 2023 Jan 24, 2024	BUY	$27.28 - $28.31 $78,293 - $81,249	2,870 New	2,870 $78.9 Million

Others Institutions Holding CCOR

# of Institutions

44

Shares Held

6.13M

Call Options Held

0

Put Options Held

0

Institutional & Family Asset Management, LLC

1.54M
Shares

$41.1 Million
4.55% of portfolio
Alaska Permanent Capital Management

808K
Shares

$21.5 Million
1.76% of portfolio
Frontier Wealth Management LLC Kansas City, MO

732K
Shares

$19.5 Million
0.28% of portfolio
Envestnet Asset Management Inc

543K
Shares

$14.5 Million
0.0% of portfolio
Apcm Wealth Management For Individuals

467K
Shares

$12.4 Million
1.93% of portfolio

About LISTED FDS TR CORE ALTERNATIVE

Ticker CCOR
Sector ETFs
Industry ETFs

More about CCOR

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