Private Trust CO Na Listed Fds Tr Core Alternative Call Options Transaction History
Private Trust CO Na
- $964 Million
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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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