Valley Financial Management, Inc. Listed Fds Tr Core Alternative Transaction History
Valley Financial Management, Inc.
- $193 Billion
- Q2 2023
Shares
3 transactions
Others Institutions Holding CCOR
# of Institutions
42Shares Held
5.73MCall Options Held
0Put Options Held
0-
Institutional & Family Asset Management, LLC1.54MShares$39.7 Million4.55% of portfolio
-
Alaska Permanent Capital Management763KShares$19.6 Million1.6% of portfolio
-
Frontier Wealth Management LLC Kansas City, MO732KShares$18.8 Million0.28% of portfolio
-
Envestnet Asset Management Inc538KShares$13.8 Million0.0% of portfolio
-
Apcm Wealth Management For Individuals466KShares$12 Million1.86% of portfolio