Core Wealth Advisors, Inc. American Centy ETF Tr Sustaina Transaction History
Core Wealth Advisors, Inc.
- $297 Million
- Q1 2025
Shares
1 transactions
Others Institutions Holding ESGA
# of Institutions
22Shares Held
2.66MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc2.21MShares$158 Million0.05% of portfolio
-
Merriman Wealth Management, LLC261KShares$18.8 Million0.8% of portfolio
-
Sunpointe, LLC St. Louis, MO68.7KShares$4.93 Million1.97% of portfolio
-
Kestra Advisory Services, LLC27.4KShares$1.96 Million0.01% of portfolio
-
Midwest Trust CO Overland Park, KS25.6KShares$1.84 Million0.03% of portfolio