Core Wealth Advisors, Inc. Columbia ETF Tr I Multi Sector Transaction History

Core Wealth Advisors, Inc.

$297 Million
Q1 2025

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 15, 2024	SELL	$20.5 - $20.83 $507,416 - $515,584	-24,752 Reduced 28.86%	60,999 $1.26 Million
Q4 2023 Feb 14, 2024	BUY	$19.21 - $20.87 $128,860 - $139,995	6,708 Added 8.49%	85,751 $1.79 Million
Q3 2023 Nov 13, 2023	BUY	$19.42 - $20.59 $121,258 - $128,563	6,244 Added 8.58%	79,043 $1.54 Million
Q2 2023 Aug 14, 2023	BUY	$20.25 - $20.79 $245,976 - $252,536	12,147 Added 20.03%	72,799 $1.49 Million
Q1 2023 Apr 27, 2023	BUY	$20.15 - $20.83 $333,422 - $344,674	16,547 Added 37.52%	60,652 $1.25 Million
Q4 2022 Feb 14, 2023	BUY	$19.28 - $20.38 $45,346 - $47,933	2,352 Added 5.63%	44,105 $889,000
Q3 2022 Nov 10, 2022	BUY	$19.47 - $20.84 $35,922 - $38,449	1,845 Added 4.62%	41,753 $813,000
Q2 2022 Aug 12, 2022	BUY	$19.84 - $20.94 $743,464 - $784,684	37,473 Added 1538.93%	39,908 $805,000
Q1 2022 May 16, 2022	BUY	$20.87 - $22.49 $50,818 - $54,763	2,435 New	2,435 $51,000

Others Institutions Holding MUST

# of Institutions

83

Shares Held

13.7M

Call Options Held

0

Put Options Held

0

Ameriprise Financial Inc Minneapolis, MN

2.43M
Shares

$48.4 Million
0.01% of portfolio
Morgan Stanley New York, NY

2.31M
Shares

$46.1 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

1.72M
Shares

$34.3 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

1.23M
Shares

$24.4 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

973K
Shares

$19.4 Million
0.0% of portfolio

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