Lineweaver Wealth Advisors’s Cornerstone Strategic Value Fund CLM Stock Holding History

Lineweaver Wealth Advisors’s Portfolio CLM Stock Details CLM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-11,849	Closed	-$100K	–	128
2022 Q2	$100K	Buy	+11,849	New	+$127K	0.03%	124

Other funds holding CLM

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Boothbay Fund Management New York $4.34B AUM 106.31% 1-Year Est. Return

Alpine Global Management New York $658M AUM 20.22% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ursa Fund Management Danville, California $32.7M AUM 30.27% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return