Core Wealth Partners LLC First Tr Et Fd Iii Short Durat Transaction History
Core Wealth Partners LLC
- $146 Billion
- Q2 2024
A detailed history of Core Wealth Partners LLC transactions in First Tr Et Fd Iii Short Durat stock. As of the latest transaction made, Core Wealth Partners LLC holds 24,215 shares of FSMB stock, worth $484,542. This represents 0.33% of its overall portfolio holdings.
Number of Shares
24,215
Previous 22,335
8.42%
Holding current value
$484,542
Previous $443 Million
8.06%
% of portfolio
0.33%
Previous 0.33%
Shares
2 transactions
Others Institutions Holding FSMB
# of Institutions
123Shares Held
17.5MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY4.7MShares$94 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.24MShares$24.8 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.17MShares$23.4 Million0.03% of portfolio
-
High Tower Advisors, LLC Chicago, IL709KShares$14.2 Million0.02% of portfolio
-
Rmr Wealth Builders642KShares$12.9 Million1.46% of portfolio