Private Wealth Asset Management, LLC Listed Fds Tr Core Alternative Put Options Transaction History

Private Wealth Asset Management, LLC

$800 Million
Q3 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding CCOR

# of Institutions

35

Shares Held

3.62M

Call Options Held

0

Put Options Held

0

Institutional & Family Asset Management, LLC

1.54M
Shares

$39.6 Million
4.55% of portfolio
Frontier Wealth Management LLC Kansas City, MO

732K
Shares

$18.8 Million
0.28% of portfolio
Cwm, LLC

320K
Shares

$8.19 Million
0.03% of portfolio
Quantitative Advantage, LLC Minnetonka, MN

227K
Shares

$5.81 Million
0.98% of portfolio
Captrust Financial Advisors Raleigh, NC

185K
Shares

$4.73 Million
0.01% of portfolio

About LISTED FDS TR CORE ALTERNATIVE

Ticker CCOR
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