Philip James Wealth Mangement, LLC Listed Fds Tr Core Alternative Transaction History
Philip James Wealth Mangement, LLC
- $814 Billion
- Q3 2024
A detailed history of Philip James Wealth Mangement, LLC transactions in Listed Fds Tr Core Alternative stock. As of the latest transaction made, Philip James Wealth Mangement, LLC holds 9,175 shares of CCOR stock, worth $242,403. This represents 0.03% of its overall portfolio holdings.
Number of Shares
9,175Holding current value
$242,403% of portfolio
0.03%Shares
3 transactions
Others Institutions Holding CCOR
# of Institutions
44Shares Held
5.9MCall Options Held
0Put Options Held
0-
Institutional & Family Asset Management, LLC1.54MShares$40.8 Million4.55% of portfolio
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Alaska Permanent Capital Management808KShares$21.3 Million1.76% of portfolio
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Frontier Wealth Management LLC Kansas City, MO732KShares$19.3 Million0.28% of portfolio
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Envestnet Asset Management Inc543KShares$14.4 Million0.0% of portfolio
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Apcm Wealth Management For Individuals467KShares$12.3 Million1.93% of portfolio