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

Institutional & Family Asset Management, LLC

$846 Million
Q2 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding CCOR

# of Institutions

Shares Held

3.75M

Call Options Held

Put Options Held

Frontier Wealth Management LLC Kansas City, MO

732K
Shares

$19.4 Million
0.28% of portfolio
Cwm, LLC

313K
Shares

$8.29 Million
0.03% of portfolio
Quantitative Advantage, LLC Minnetonka, MN

227K
Shares

$6 Million
0.98% of portfolio
Captrust Financial Advisors Raleigh, NC

185K
Shares

$4.89 Million
0.01% of portfolio
Envestnet Asset Management Inc

153K
Shares

$4.06 Million
0.0% of portfolio

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About LISTED FDS TR CORE ALTERNATIVE

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