Institutional & Family Asset Management, LLC Listed Fds Tr Core Alternative Transaction History
Institutional & Family Asset Management, LLC
- $846 Million
- Q2 2024
A detailed history of Institutional & Family Asset Management, LLC transactions in Listed Fds Tr Core Alternative stock. As of the latest transaction made, Institutional & Family Asset Management, LLC holds 1,544,456 shares of CCOR stock, worth $40.8 Million. This represents 4.55% of its overall portfolio holdings.
Number of Shares
1,544,456
Previous 1,621,100
4.73%
Holding current value
$40.8 Million
Previous $42.9 Million
10.31%
% of portfolio
4.55%
Previous 5.2%
Shares
19 transactions
Others Institutions Holding CCOR
# of Institutions
44Shares Held
5.9MCall Options Held
0Put Options Held
0-
Alaska Permanent Capital Management808KShares$21.3 Million1.76% of portfolio
-
Frontier Wealth Management LLC Kansas City, MO732KShares$19.3 Million0.28% of portfolio
-
Envestnet Asset Management Inc543KShares$14.4 Million0.0% of portfolio
-
Apcm Wealth Management For Individuals467KShares$12.3 Million1.93% of portfolio
-
Cwm, LLC273KShares$7.21 Million0.03% of portfolio