Mbl Wealth, LLC Listed Fds Tr Core Alternative Transaction History

Mbl Wealth, LLC

$833 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 02, 2022	SELL	$29.5 - $31.54 $3.84 Million - $4.11 Million	-130,174 Closed	0 $0
Q3 2021 Oct 25, 2021	BUY	$29.4 - $30.6 $3.83 Million - $3.98 Million	130,174 New	130,174 $3.86 Million

Others Institutions Holding CCOR

# of Institutions

44

Shares Held

6.13M

Call Options Held

0

Put Options Held

0

Institutional & Family Asset Management, LLC

1.54M
Shares

$41.1 Million
4.55% of portfolio
Alaska Permanent Capital Management

808K
Shares

$21.5 Million
1.76% of portfolio
Frontier Wealth Management LLC Kansas City, MO

732K
Shares

$19.5 Million
0.28% of portfolio
Envestnet Asset Management Inc

543K
Shares

$14.5 Million
0.0% of portfolio
Apcm Wealth Management For Individuals

467K
Shares

$12.4 Million
1.93% of portfolio

About LISTED FDS TR CORE ALTERNATIVE

Ticker CCOR
Sector ETFs
Industry ETFs

More about CCOR

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