Envestnet Asset Management Inc Listed Fds Tr Core Alternative Call Options Transaction History

Envestnet Asset Management Inc

$326 Billion
Q2 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

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
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