Core Wealth Advisors, Inc. FLV Holdings History
Number of Shares
130,227.00
Current Holdings Value*
$9.10 Mil
% of Portfolio
2.9%
Total Estimate Gain
$43,287.45
% of Total Estimate Gain
0.48%
Core Wealth Advisors, Inc.'s American Century Focused Large Cap Value ETF Holding Summary
As of 2025-03-31, Core Wealth Advisors, Inc. held 130,227.00 shares of American Century Focused Large Cap Value ETF(FLV), totaling $9.10 Mil. This investment constitutes 2.9% of their stock portfolio, and Core Wealth Advisors, Inc. now holds 3.47% of the outstanding American Century Focused Large Cap Value ETF(FLV) stock.
The initial trade took place in 2025Q1. And since then Core Wealth Advisors, Inc. has made 1 purchases of FLV, at an average price of $69.09, for a total of 130,227.00 shares. Based on historical transaction data and FLV's current price of $69.42, Core Wealth Advisors, Inc.'s estimated gain on his FLV holdings is $43,287.45, reflecting a 0.48% gain to date.
Core Wealth Advisors, Inc. FLV ($69.42) Holding Chart
Core Wealth Advisors, Inc. FLV ($69.42) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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