Core Wealth Advisors, Inc. American Centy ETF Tr Diversif Transaction History
Core Wealth Advisors, Inc.
- $291 Million
- Q2 2024
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 50,602 shares of TAXF stock, worth $2.6 Million. This represents 0.88% of its overall portfolio holdings.
Number of Shares
50,602
Previous 43,355
16.72%
Holding current value
$2.6 Million
Previous $2.19 Million
16.29%
% of portfolio
0.88%
Previous 0.75%
Shares
10 transactions
Others Institutions Holding TAXF
# of Institutions
80Shares Held
6.84MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.94MShares$99.3 Million0.03% of portfolio
-
Cwm, LLC767KShares$39.3 Million0.18% of portfolio
-
Cx Institutional496KShares$25.4 Million1.18% of portfolio
-
Lpl Financial LLC Fort Mill, SC400KShares$20.5 Million0.01% of portfolio
-
Goldstein Advisors, LLC Madison, WI363KShares$18.6 Million3.06% of portfolio