Financial Architects, Inc Listed Fds Tr Core Alternative Transaction History

Financial Architects, Inc

$657 Million
Q2 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 07, 2020	SELL	$25.97 - $29.99 $45,317 - $52,332	-1,745 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$27.08 - $28.0 $47,254 - $48,860	1,745 New	1,745 $49,000

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

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