Core Wealth Advisors, Inc. American Centy ETF Tr Diversif Transaction History
Core Wealth Advisors, Inc.
- $357 Million
- Q3 2025
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 323,576 shares of KORP stock, worth $15.3 Million. This represents 4.32% of its overall portfolio holdings.
Number of Shares
323,576
Previous 321,271
0.72%
Holding current value
$15.3 Million
Previous $15.1 Million
1.85%
% of portfolio
4.32%
Previous 4.6%
Shares
9 transactions
Others Institutions Holding KORP
# of Institutions
81Shares Held
14.7MCall Options Held
0Put Options Held
0-
Srs Capital Advisors, Inc. Denver, CO3.22MShares$152 Million1.78% of portfolio
-
Envestnet Asset Management Inc1.58MShares$74.5 Million0.02% of portfolio
-
American Century Companies Inc Kansas City, MO1.19MShares$56 Million0.03% of portfolio
-
Morgan Stanley New York, NY1.14MShares$53.8 Million0.0% of portfolio
-
Atria Investments LLC Charlotte, NC985KShares$46.6 Million0.58% of portfolio