American Centy Etf Tr diversified mu shares owned by Core Wealth Advisors
Quarter-by-quarter ownership of American Centy Etf Tr diversified mu (TAXF) shares owned by Core Wealth Advisors
from 13F filings
Historical chart of Core Wealth Advisors investment in American Centy Etf Tr diversified mu
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Quarterly reported holdings in American Centy Etf Tr diversified mu by Core Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.6M | 32k | 51.42 |
| 2024-06-30 | $2.5M | 51k | 50.36 |
| 2024-03-31 | $2.2M | 43k | 50.55 |
| 2023-09-30 | $1.6M | 34k | 47.95 |
| 2023-06-30 | $1.5M | 31k | 50.00 |
| 2023-03-31 | $1.3M | 26k | 50.35 |
| 2022-12-31 | $933k | 19k | 48.93 |
| 2022-09-30 | $846k | 18k | 47.65 |
| 2022-06-30 | $807k | 16k | 49.87 |
| 2022-03-31 | $51k | 987 | 51.67 |
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