Private Trust CO Na Listed Fds Tr Core Alternative Transaction History
Private Trust CO Na
- $905 Million
- Q2 2024
Shares
1 transactions
Others Institutions Holding CCOR
# of Institutions
42Shares Held
5.73MCall Options Held
0Put Options Held
0-
Institutional & Family Asset Management, LLC1.54MShares$42.2 Million4.55% of portfolio
-
Alaska Permanent Capital Management802KShares$21.9 Million1.71% of portfolio
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Frontier Wealth Management LLC Kansas City, MO732KShares$20 Million0.28% of portfolio
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Envestnet Asset Management Inc521KShares$14.2 Million0.0% of portfolio
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Apcm Wealth Management For Individuals318KShares$8.69 Million1.23% of portfolio