Legacy Capital Wealth Partners, LLC Listed Fds Tr Core Alternative Call Options Transaction History

Legacy Capital Wealth Partners, LLC

$437 Million
Q1 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding CCOR

# of Institutions

35

Shares Held

3.99M

Call Options Held

0

Put Options Held

0

Institutional & Family Asset Management, LLC

1.54M
Shares

$42 Million
4.55% of portfolio
Frontier Wealth Management LLC Kansas City, MO

732K
Shares

$19.9 Million
0.28% of portfolio
Envestnet Asset Management Inc

362K
Shares

$9.83 Million
0.0% of portfolio
Cwm, LLC

305K
Shares

$8.28 Million
0.03% of portfolio
Quantitative Advantage, LLC Minnetonka, MN

227K
Shares

$6.16 Million
0.98% of portfolio

About LISTED FDS TR CORE ALTERNATIVE

Ticker CCOR
Sector ETFs
Industry ETFs

More about CCOR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Capital Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Capital Wealth Partners, LLC with notifications on news.