Legacy Capital Wealth Partners, LLC Listed Fds Tr Core Alternative Transaction History
Legacy Capital Wealth Partners, LLC
- $437 Million
- Q1 2025
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
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Quantitative Advantage, LLC Minnetonka, MN227KShares$6.1 Million0.98% of portfolio