Comprehensive Wealth Management, LLC American Centy ETF Tr Diversif Transaction History

Comprehensive Wealth Management, LLC

  • $128 Million
  • Q3 2025

A detailed history of Comprehensive Wealth Management, LLC transactions in American Centy ETF Tr Diversif stock. As of the latest transaction made, Comprehensive Wealth Management, LLC holds 455,928 shares of KORP stock, worth $21.6 Million. This represents 17.01% of its overall portfolio holdings.

Number of Shares
455,928
Previous 522,960 12.82%
Holding current value
$21.6 Million
Previous $24.6 Million 11.83%
% of portfolio
17.01%
Previous 21.41%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
SELL
$46.36 - $47.95 $3.11 Million - $3.21 Million
-67,032 Reduced 12.82%
455,928 $21.7 Million
Q2 2025

Aug 11, 2025
BUY
$45.37 - $47.07 $23.7 Million - $24.6 Million
522,960 New
522,960 $24.6 Million

Others Institutions Holding KORP

# of Institutions
81
Shares Held
14.7M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR DIVERSIF

KORP Quotes by TradingView
  • Ticker KORP
  • Sector ETFs
  • Industry ETFs
More about KORP
Track This Portfolio

Track Comprehensive Wealth Management, LLC Portfolio

Follow Comprehensive Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Comprehensive Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Comprehensive Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email