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Listed Fd Tr Core Alt Fd cef shares owned by Beacon Pointe Advisors

Quarter-by-quarter ownership of Listed Fd Tr Core Alt Fd cef (CCOR) shares owned by Beacon Pointe Advisors from 13F filings

Historical chart of Beacon Pointe Advisors investment in Listed Fd Tr Core Alt Fd cef

Tip: Access up to 7 years of quarterly data

All positions including Listed Fd Tr Core Alt Fd cef held by Beacon Pointe Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Listed Fd Tr Core Alt Fd cef by Beacon Pointe Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $843k 31k 27.49
2023-09-30 $1.1M 39k 27.60
2023-03-31 $472k 16k 29.83

More positions owned by Beacon Pointe Advisors

Apple (AAPL)
Lennox International (LII)
Microsoft Corporation Put Option (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Mid Cap Etf (VO)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Value Etf (VTV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Growth Etf (VUG)
Amazon Call Option (AMZN)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Beacon Pointe Advisors

Top funds holding Listed Fd Tr Core Alt Fd cef

Institutional & Family Asset Management
APCM Wealth Management for Individuals
Alaska Permanent Capital Management
Petra Financial Advisors
Strategic Blueprint
Captrust Financial Advisors
CWM
Hilltop Holdings
Royal Bank of Canada
Philip James Wealth Mangement
Envestnet Portfolio Solutions
First Citizens Bank & Trust
Capital Planning
IFP Advisors
Colony

View all funds holding Listed Fd Tr Core Alt Fd cef