Core Wealth Partners LLC FIRST TR EXCH TRADED FD III Transaction History

Core Wealth Partners LLC

  • $218 Billion
  • Q3 2025
Number of Shares
28,599
Previous 25,648 11.51%
Holding current value
$618 Million
Previous $526 Million 17.54%
% of portfolio
0.28%
Previous 0.27%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
BUY
N/A
2,951 Added 11.51%
28,599 $618 Million
Q2 2025

Aug 11, 2025
BUY
N/A
5,452 Added 27.0%
25,648 $526 Million
Q1 2025

May 12, 2025
BUY
N/A
20,196 New
20,196 $384 Million
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