Filing Research | COOK - TRAEGER INC Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

10 / 10 loaded

#		Instrument	quantity
1	Curated Wealth Partners LLC	Shares	10.0KSH	$11.1K
2	Farther Finance Advisors, LLC	Shares	114SH	$9.0K
3	GAMMA Investing LLC	Shares	113SH	$8.9K
4	EverSource Wealth Advisors, LLC	Shares	61SH	$4.8K
5	IFP Advisors, Inc	Shares	59SH	$4.7K
6	True Wealth Design, LLC	Shares	27SH	$2.1K
7	SJS Investment Consulting Inc.	Shares	8SH	$631
8	Fortitude Family Office, LLC	Shares	6SH	$473
9	Wealth Enhancement Trust Services, Inc.	Shares	3SH	$236
10	Bogart Wealth, LLC	Shares	2SH	$158

Manager changes2026-06-30 vs 2026-03-31

11 / 11 loaded

#		Instrument
1	Curated Wealth Partners LLC new	Shares	+10.0K	+$11.1K	$11.1K
2	GAMMA Investing LLC added	Shares	+109	+$8.8K	$8.9K
3	Farther Finance Advisors, LLC added	Shares	+24	+$6.3K	$9.0K
4	IFP Advisors, Inc new	Shares	+59	+$4.7K	$4.7K
5	EverSource Wealth Advisors, LLC added	Shares	+52	+$4.5K	$4.8K
6	True Wealth Design, LLC new	Shares	+27	+$2.1K	$2.1K
7	SJS Investment Consulting Inc. new	Shares	+8	+$631	$631
8	Fortitude Family Office, LLC new	Shares	+6	+$473	$473
9	Wealth Enhancement Trust Services, Inc. new	Shares	+3	+$236	$236
10	Bogart Wealth, LLC unchanged	Shares	0	+$100	$158
11	Police & Firemen's Retirement System of New Jersey exited	Shares	-61	-$1.8K	$0

Filing Research | COOK - TRAEGER INC Institutional Holdings