Captrust Financial Advisors Listed Fds Tr Core Alternative Transaction History
Captrust Financial Advisors
- $46.7 Billion
- Q3 2025
A detailed history of Captrust Financial Advisors transactions in Listed Fds Tr Core Alternative stock. As of the latest transaction made, Captrust Financial Advisors holds 155,952 shares of CCOR stock, worth $4.06 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
155,952
Previous 184,591
15.51%
Holding current value
$4.06 Million
Previous $4.96 Million
17.81%
% of portfolio
0.01%
Previous 0.01%
Shares
12 transactions
Others Institutions Holding CCOR
# of Institutions
33Shares Held
3.52MCall Options Held
0Put Options Held
0-
Institutional & Family Asset Management, LLC1.54MShares$40.2 Million4.55% of portfolio
-
Frontier Wealth Management LLC Kansas City, MO732KShares$19.1 Million0.28% of portfolio
-
Cwm, LLC320KShares$8.32 Million0.03% of portfolio
-
Quantitative Advantage, LLC Minnetonka, MN227KShares$5.9 Million0.98% of portfolio
-
Envestnet Asset Management Inc153KShares$3.99 Million0.0% of portfolio