Core Wealth Advisors, Inc. KORP Holdings History
Core Wealth Advisors, Inc.'s American Century Diversified Corporate Bond ETF Holding Summary
As of 2025-03-31, Core Wealth Advisors, Inc. held 318,739.00 shares of American Century Diversified Corporate Bond ETF(KORP), totaling $14.90 Mil. This investment constitutes 4.74% of their stock portfolio, and Core Wealth Advisors, Inc. now holds 2.99% of the outstanding American Century Diversified Corporate Bond ETF(KORP) stock.
The initial trade took place in 2023Q3. And since then Core Wealth Advisors, Inc. has made 5 purchases of KORP, at an average price of $45.25, for a total of 321,538.00 shares. In addition, there have been 2 sales at an average price of $45.54 for 2,799.00 shares. Based on historical transaction data and KORP's current price of $46.85, Core Wealth Advisors, Inc.'s estimated gain on his KORP holdings is $510,156.09, reflecting a 3.51% gain to date.
Core Wealth Advisors, Inc. KORP ($46.85) Holding Chart
Core Wealth Advisors, Inc. KORP ($46.85) 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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