Core Wealth Advisors, Inc. American Centy ETF Tr Quality Transaction History
Core Wealth Advisors, Inc.
- $310 Million
- Q3 2024
A detailed history of Core Wealth Advisors, Inc. transactions in American Centy ETF Tr Quality stock. As of the latest transaction made, Core Wealth Advisors, Inc. holds 10,961 shares of QPFF stock, worth $396,788. This represents 0.13% of its overall portfolio holdings.
Number of Shares
10,961
Previous 7,515
45.85%
Holding current value
$396,788
Previous $273,000
52.75%
% of portfolio
0.13%
Previous 0.09%
Shares
6 transactions
Others Institutions Holding QPFF
# of Institutions
41Shares Held
1.54MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc503KShares$18.2 Million0.01% of portfolio
-
Commonwealth Equity Services, LLC161KShares$5.84 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC152KShares$5.51 Million0.0% of portfolio
-
Paulson Wealth Management Inc.123KShares$4.45 Million1.22% of portfolio
-
Janney Montgomery Scott LLC101KShares$3.67 Million0.01% of portfolio