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

Core Wealth Partners LLC

  • $172 Billion
  • Q1 2025

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 13,240 shares of FMB stock, worth $656,174. This represents 0.39% of its overall portfolio holdings.

Number of Shares
13,240
Previous 23,896 44.59%
Holding current value
$656,174
Previous $1.22 Billion 45.23%
% of portfolio
0.39%
Previous 0.7%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 12, 2025
SELL
$50.17 - $51.45 $534,611 - $548,251
-10,656 Reduced 44.59%
13,240 $668 Million
Q4 2024

Feb 11, 2025
BUY
$50.62 - $52.07 $109,845 - $112,991
2,170 Added 9.99%
23,896 $1.22 Billion
Q3 2024

Nov 04, 2024
BUY
$51.0 - $52.05 $697,731 - $712,096
13,681 Added 170.06%
21,726 $1.13 Billion
Q2 2024

Aug 13, 2024
BUY
$50.47 - $51.43 $41,133 - $41,915
815 Added 11.27%
8,045 $411 Million
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
327
Shares Held
32.8M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR EXCHANGE-TRADED FD II

FMB Quotes by TradingView
  • Ticker FMB
  • Sector ETFs
  • Industry ETFs
More about FMB
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