Herold Advisors, Inc. Listed Fds Tr Core Alternative Transaction History
Herold Advisors, Inc.
- $449 Million
- Q3 2024
Shares
4 transactions
Others Institutions Holding CCOR
# of Institutions
43Shares Held
6.01MCall Options Held
0Put Options Held
0-
Institutional & Family Asset Management, LLC1.54MShares$40 Million4.55% of portfolio
-
Alaska Permanent Capital Management763KShares$19.8 Million1.6% of portfolio
-
Frontier Wealth Management LLC Kansas City, MO732KShares$19 Million0.28% of portfolio
-
Envestnet Asset Management Inc543KShares$14.1 Million0.0% of portfolio
-
Apcm Wealth Management For Individuals466KShares$12.1 Million1.86% of portfolio