Core Wealth Advisors, Inc. American Centy ETF Tr Diversif Transaction History
Core Wealth Advisors, Inc.
- $310 Million
- Q3 2024
A detailed history of Core Wealth Advisors, Inc. transactions in American Centy ETF Tr Diversif stock. As of the latest transaction made, Core Wealth Advisors, Inc. holds 31,802 shares of TAXF stock, worth $1.59 Million. This represents 0.53% of its overall portfolio holdings.
Number of Shares
31,802
Previous 50,602
37.15%
Holding current value
$1.59 Million
Previous $2.55 Million
35.83%
% of portfolio
0.53%
Previous 0.88%
Shares
11 transactions
Others Institutions Holding TAXF
# of Institutions
80Shares Held
7.4MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc2.01MShares$100 Million0.03% of portfolio
-
Cwm, LLC960KShares$48.1 Million0.21% of portfolio
-
Cx Institutional509KShares$25.5 Million1.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC504KShares$25.2 Million0.01% of portfolio
-
Goldstein Advisors, LLC Madison, WI383KShares$19.2 Million2.99% of portfolio