CUSIP 14064D667
FULLERTHALER BEHAVIORAL SMALL-MID CORE EQUITY FD INST'L CLASS
2 institutions · $2.5M total · 67,843 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Atlas Wealth LLC | 57,187 | $2.1M | 84.29% | 2024-06-30 |
| 2 | Transce3nd, LLC | 10,656 | $453.7K | 15.70% | 2025-12-31 |