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 314,730 shares of KORP stock, worth $14.4 Million. This represents 4.9% of its overall portfolio holdings.
Number of Shares
314,730
Previous 302,498
4.04%
Holding current value
$14.4 Million
Previous $13.9 Million
9.22%
% of portfolio
4.9%
Previous 4.78%
Shares
5 transactions
Others Institutions Holding KORP
# of Institutions
49Shares Held
5.61MCall Options Held
0Put Options Held
0-
American Century Companies Inc Kansas City, MO1.22MShares$55.9 Million0.04% of portfolio
-
Envestnet Asset Management Inc985KShares$45.2 Million0.02% of portfolio
-
Flaharty Asset Management, LLC418KShares$19.2 Million2.97% of portfolio
-
Morgan Stanley New York, NY416KShares$19.1 Million0.0% of portfolio
-
Merit Financial Group, LLC387KShares$17.8 Million0.41% of portfolio