Core Wealth Advisors, Inc. American Centy ETF Tr Diversif Transaction History

Core Wealth Advisors, Inc.

$329 Million
Q2 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 321,271 shares of KORP stock, worth $15.2 Million. This represents 4.6% of its overall portfolio holdings.

Number of Shares

321,271

Previous 318,739 0.79%

Holding current value

$15.2 Million

Previous $14.9 Million 1.51%

% of portfolio

4.6%

Previous 5.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$45.37 - $47.07 $114,876 - $119,181	2,532 Added 0.79%	321,271 $15.1 Million
Q1 2025 May 15, 2025	BUY	$45.26 - $47.12 $22,448 - $23,371	496 Added 0.16%	318,739 $14.9 Million
Q4 2024 Feb 14, 2025	BUY	$45.76 - $48.27 $160,754 - $169,572	3,513 Added 1.12%	318,243 $14.6 Million
Q3 2024 Nov 13, 2024	BUY	$45.64 - $48.46 $558,268 - $592,762	12,232 Added 4.04%	314,730 $15.2 Million
Q2 2024 Aug 15, 2024	BUY	$44.89 - $46.33 $160,436 - $165,583	3,574 Added 1.2%	302,498 $13.9 Million
Q1 2024 May 15, 2024	SELL	$45.75 - $46.63 $62,677 - $63,883	-1,370 Reduced 0.46%	298,924 $13.8 Million
Q4 2023 Feb 14, 2024	SELL	$43.63 - $46.61 $62,347 - $66,605	-1,429 Reduced 0.47%	300,294 $14 Million
Q3 2023 Nov 13, 2023	BUY	$44.39 - $45.79 $13.4 Million - $13.8 Million	301,723 New	301,723 $13.4 Million

Others Institutions Holding KORP

# of Institutions

Shares Held

9.83M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR DIVERSIF

Ticker KORP
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Core Wealth Advisors, Inc. American Centy ETF Tr Diversif Transaction History