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 |
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Others Institutions Holding CCOR
# of Institutions
36Shares Held
3.76MCall Options Held
0Put Options Held
0-
Institutional & Family Asset Management, LLC1.54MShares$40.5 Million4.55% of portfolio
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Frontier Wealth Management LLC Kansas City, MO732KShares$19.2 Million0.28% of portfolio
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Cwm, LLC320KShares$8.38 Million0.03% of portfolio
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Quantitative Advantage, LLC Minnetonka, MN227KShares$5.94 Million0.98% of portfolio
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Captrust Financial Advisors Raleigh, NC185KShares$4.84 Million0.01% of portfolio