Number of Shares
130,227.00
Current Holdings Value*
$9.10 Mil
% of Portfolio
2.9%
Total Estimate Gain
$55,997.61
% of Total Estimate Gain
0.62%

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 $69.52, Core Wealth Advisors, Inc.'s estimated gain on his FLV holdings is $55,997.61, reflecting a 0.62% gain to date.

Core Wealth Advisors, Inc. FLV ($69.52) Holding Chart

Core Wealth Advisors, Inc. FLV ($69.52) 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 %

Top Ranked Articles

  • 1