CUSIP 21255V406CLOSED END MUTL FUNDXPMIXQ4 2025
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2 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Org Wealth Partners, LLC | 25.8K | $1.57M | −3.7K | Reduced |
| 2 | Wealth Preservation Advisors, LLC | 10.6K | $644.5K | +10.6K | New |