Institutional & Family Asset Management, LLC Listed Fds Tr Core Alternative Put Options Transaction History

Institutional & Family Asset Management, LLC

$846 Million
Q2 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding CCOR

# of Institutions

Shares Held

3.99M

Call Options Held

Put Options Held

Frontier Wealth Management LLC Kansas City, MO

732K
Shares

$19.7 Million
0.28% of portfolio
Envestnet Asset Management Inc

362K
Shares

$9.74 Million
0.0% of portfolio
Cwm, LLC

305K
Shares

$8.21 Million
0.03% of portfolio
Quantitative Advantage, LLC Minnetonka, MN

227K
Shares

$6.1 Million
0.98% of portfolio
Captrust Financial Advisors Raleigh, NC

201K
Shares

$5.43 Million
0.01% of portfolio

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About LISTED FDS TR CORE ALTERNATIVE

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