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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

Tip: Access up to 7 years of quarterly data

All positions including American Centy Etf Tr diversified mu held by Core Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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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
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

More positions owned by Core Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Ishares Tr Core Msci Eafe (IEFA)
American Centy Etf Tr Diversifid Crp (KORP)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Caterpillar (CAT)
UnitedHealth (UNH)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Merck & Co (MRK)

View all positions for Core Wealth Advisors

Top funds holding American Centy Etf Tr diversified mu

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Visionary Wealth Advisors
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Condor Capital Management
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View all funds holding American Centy Etf Tr diversified mu