Kovitz Investment Group Partners, LLC Listed Fds Tr Core Alternative Transaction History
Kovitz Investment Group Partners, LLC
- $18.2 Billion
- Q1 2025
A detailed history of Kovitz Investment Group Partners, LLC transactions in Listed Fds Tr Core Alternative stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 80,280 shares of CCOR stock, worth $2.16 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
80,280
Previous 80,280
-0.0%
Holding current value
$2.16 Million
Previous $2.15 Million
-0.0%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding CCOR
# of Institutions
35Shares Held
3.99MCall Options Held
0Put Options Held
0-
Institutional & Family Asset Management, LLC1.54MShares$41.6 Million4.55% of portfolio
-
Frontier Wealth Management LLC Kansas City, MO732KShares$19.7 Million0.28% of portfolio
-
Envestnet Asset Management Inc362KShares$9.74 Million0.0% of portfolio
-
Cwm, LLC305KShares$8.21 Million0.03% of portfolio
-
Quantitative Advantage, LLC Minnetonka, MN227KShares$6.1 Million0.98% of portfolio