OPTIMUM INVESTMENT ADVISORS - LISTED FD TR ownership

LISTED FD TR's ticker is CCOR and the CUSIP is 53656F847. A total of 59 filers reported holding LISTED FD TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
OPTIMUM INVESTMENT ADVISORS ownership history of LISTED FD TR
ValueSharesWeighting
Q3 2023$110
-1.8%
40.0%0.00%
Q2 2023$112
-5.9%
40.0%0.00%
Q1 2023$119
-5.6%
40.0%0.00%
Q4 2022$12640.0%0.00%
Q3 2022$040.00%
Other shareholders
LISTED FD TR shareholders Q2 2023
NameSharesValueWeighting ↓
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 3,218,453$100,287,00015.62%
Core Alternative Capital 236,306$7,363,0001.48%
Frontier Wealth Management LLC 676,512$21,080,0001.39%
Strategic Point Investment Advisors, LLC 153,875$4,795,0001.08%
Hilltop Holdings Inc. 148,448$4,624,0000.48%
Strategic Blueprint, LLC 72,751$2,267,0000.29%
Collaborative Wealth Managment Inc. 13,548$422,0000.23%
Horan Securities, Inc. 11,218$350,0000.21%
Gladstone Institutional Advisory LLC 83,561$2,6040.20%
WADDELL & ASSOCIATES, LLC 19,995$623,0000.10%
View complete list of LISTED FD TR shareholders