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Listed Fd Tr Core Alt Fd cef shares owned by Kovitz Investment Group Partners

Quarter-by-quarter ownership of Listed Fd Tr Core Alt Fd cef (CCOR) shares owned by Kovitz Investment Group Partners from 13F filings

Historical chart of Kovitz Investment Group Partners investment in Listed Fd Tr Core Alt Fd cef

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All positions including Listed Fd Tr Core Alt Fd cef held by Kovitz Investment Group Partners 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 Kovitz Investment Group Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.3M 268k 27.36

More positions owned by Kovitz Investment Group Partners

Valued Advisers Tr Kovitz Core Eqt (EQTY)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Apple Common (AAPL)
Amazon Common (AMZN)
Microsoft Corporation (MSFT)
Meta Platforms Cl A (META)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Alphabet Cap Stk Cl C (GOOG)
Berkshire Hathaway Cl'b'com Usd0.0033 (BRK.B)
salesforce (CRM)
Becton Dickinson Common (BDX)
Vanguard Index Fds Total Stk Mkt (VTI)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Kovitz Investment Group Partners

Top funds holding Listed Fd Tr Core Alt Fd cef

Institutional & Family Asset Management
Alaska Permanent Capital Management
Envestnet Asset Management
APCM Wealth Management for Individuals
CWM
Kovitz Investment Group Partners
Petra Financial Advisors
Captrust Financial Advisors
Hilltop Holdings
Strategic Blueprint
Royal Bank of Canada
First Citizens Bank & Trust
Envestnet Portfolio Solutions
GeoWealth Management
Susquehanna International

View all funds holding Listed Fd Tr Core Alt Fd cef