Core Wealth Advisors, Inc. American Centy ETF Tr Quality Transaction History
Core Wealth Advisors, Inc.
- $297 Million
- Q1 2025
A detailed history of Core Wealth Advisors, Inc. transactions in American Centy ETF Tr Quality stock. As of the latest transaction made, Core Wealth Advisors, Inc. holds 15,601 shares of QPFF stock, worth $543,538. This represents 0.19% of its overall portfolio holdings.
Number of Shares
15,601
Previous 10,961
42.33%
Holding current value
$543,538
Previous $394,000
39.85%
% of portfolio
0.19%
Previous 0.13%
Shares
7 transactions
Others Institutions Holding QPFF
# of Institutions
38Shares Held
1.55MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc510KShares$17.8 Million0.01% of portfolio
-
L2 Asset Management, LLC Wayland, MA127KShares$4.42 Million0.91% of portfolio
-
Paulson Wealth Management Inc.127KShares$4.42 Million1.27% of portfolio
-
Janney Montgomery Scott LLC98.5KShares$3.43 Million0.01% of portfolio
-
Great Valley Advisor Group, Inc.77KShares$2.68 Million0.07% of portfolio