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Vertical Cap Income Fund shs ben int shares owned by Keel Point

Quarter-by-quarter ownership of Vertical Cap Income Fund shs ben int (CCIF) shares owned by Keel Point from 13F filings

Historical chart of Keel Point investment in Vertical Cap Income Fund shs ben int

Tip: Access up to 7 years of quarterly data

All positions including Vertical Cap Income Fund shs ben int held by Keel Point consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vertical Cap Income Fund shs ben int by Keel Point

Quarter filed Position value Share count Share price at filing
2024-06-30 $136k 17k 8.17

More positions owned by Keel Point

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Netflix (NFLX)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Msci Eafe Etf (EFA)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Rus 1000 Grw Etf (IWF)
Amazon (AMZN)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Msci Emg Mkt Etf (EEM)

View all positions for Keel Point

Top funds holding Vertical Cap Income Fund shs ben int

Cambridge Investment Research Advisors
Cetera Investment Advisers
Access Financial Services
SFI Advisors
Morgan Stanley
Advisor Group Holdings
Townsquare Capital
Financial Network Wealth Advisors
Koshinski Asset Management
Melfa Wealth Management
HighTower Advisors
Keel Point
Coastal Investment Advisors
Perigon Wealth Management
LPL Financial

View all funds holding Vertical Cap Income Fund shs ben int