Core Wealth Advisors, Inc.
Position in TAXF — American Century Diversified Municipal Bond ETF
CIK 1770532
LAKELAND, FL
All Filings in TAXF
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 TAXF | $880,529 | 17,593 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 TAXF | $938,377 | 18,626 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 TAXF | $935,583 | 18,626 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 TAXF | $1,206,809 | 24,664 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 TAXF | $1,387,122 | 28,034 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 TAXF | $1,498,835 | 29,893 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 TAXF | $1,635,258 | 31,802 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 TAXF | $2,548,316 | 50,602 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 TAXF | $2,191,595 | 43,355 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 TAXF | $2,002,728 | 39,300 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 TAXF | $1,619,942 | 33,784 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 TAXF | $1,529,150 | 30,583 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 TAXF | $1,290,420 | 25,629 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 TAXF | $932,507 | 19,058 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 TAXF | $846,428 | 17,756 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 TAXF | $806,560 | 16,183 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 TAXF | $50,968 | 987 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||