Philip James Wealth Mangement, LLC Listed Fds Tr Core Alternative Transaction History

Philip James Wealth Mangement, LLC

  • $774 Billion
  • Q4 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 9,559 shares of CCOR stock, worth $246,335. This represents 0.03% of its overall portfolio holdings.

Number of Shares
9,559
Previous 9,175 4.19%
Holding current value
$246,335
Previous $251 Million 2.43%
% of portfolio
0.03%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025
BUY
$25.48 - $27.57 $9,784 - $10,586
384 Added 4.19%
9,559 $245 Million
Q3 2024

Oct 31, 2024
BUY
$24.72 - $27.8 $226,806 - $255,065
9,175 New
9,175 $251 Million
Q1 2024

Apr 29, 2024
BUY
$26.16 - $27.81 $326,659 - $347,263
12,487 Added 14.49%
98,657 $2.61 Billion
Q4 2023

Jan 29, 2024
BUY
$27.28 - $28.31 $2.35 Million - $2.44 Million
86,170 New
86,170 $2.37 Billion

Others Institutions Holding CCOR

# of Institutions
43
Shares Held
6.02M
Call Options Held
0
Put Options Held
0
View Full List

About LISTED FDS TR CORE ALTERNATIVE

CCOR Quotes by TradingView
  • Ticker CCOR
  • Sector ETFs
  • Industry ETFs
More about CCOR
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