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Listed Fd Tr Core Alt Fd cef shares owned by Philip James Wealth Mangement

Quarter-by-quarter ownership of Listed Fd Tr Core Alt Fd cef (CCOR) shares owned by Philip James Wealth Mangement from 13F filings

Historical chart of Philip James Wealth Mangement 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 Philip James Wealth Mangement 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 Philip James Wealth Mangement

Quarter filed Position value Share count Share price at filing
2024-09-30 $251k 9.2k 27.36
2024-03-31 $2.6M 99k 26.47
2023-12-31 $2.4M 86k 27.49

More positions owned by Philip James Wealth Mangement

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Exxon Mobil Corporation (XOM)
Intel Corporation (INTC)
Qualcomm (QCOM)
Occidental Pete Corp *w Exp 08/03/202 (OXY.WS)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr Msci Acwi Ex Us (ACWX)
Organon & Co Common Stock (OGN)
Hp (HPQ)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
Ishares Tr Core Div Grwth (DGRO)
Johnson & Johnson (JNJ)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard Index Fds Total Stk Mkt (VTI)
Alibaba Group Hldg Sponsored Ads (BABA)

View all positions for Philip James Wealth Mangement

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