Core Wealth Partners LLC First Tr Exchange Traded Fd Ii Transaction History

Core Wealth Partners LLC

$132 Billion
Q1 2024

A detailed history of Core Wealth Partners LLC transactions in First Tr Exchange Traded Fd Ii stock. As of the latest transaction made, Core Wealth Partners LLC holds 7,230 shares of FMB stock, worth $370,465. This represents 0.28% of its overall portfolio holdings.

Number of Shares

7,230

Holding current value

$370,465

% of portfolio

0.28%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 19, 2024	BUY	$51.0 - $51.74 $368,730 - $374,080	7,230 New	7,230 $371 Million

Others Institutions Holding FMB

# of Institutions

299

Shares Held

29.7M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

2.69M
Shares

$138 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

2.45M
Shares

$126 Million
0.07% of portfolio
Wells Fargo & Company San Francisco, CA

2.23M
Shares

$114 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

1.71M
Shares

$87.7 Million
0.01% of portfolio
Ubs Group Ag

1.62M
Shares

$82.8 Million
0.02% of portfolio

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About FIRST TR EXCHANGE-TRADED FD II

Ticker FMB
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Core Wealth Partners LLC First Tr Exchange Traded Fd Ii Transaction History