Core Wealth Partners LLC First Tr Et Fd Iii Short Durat Transaction History

Core Wealth Partners LLC

$197 Billion
Q2 2025

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 25,630 shares of FSMB stock, worth $515,419. This represents 0.26% of its overall portfolio holdings.

Number of Shares

25,630

Previous 37,045 30.81%

Holding current value

$515,419

Previous $736 Million 30.69%

% of portfolio

0.26%

Previous 0.43%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	SELL	$19.58 - $19.93 $223,505 - $227,500	-11,415 Reduced 30.81%	25,630 $510 Million
Q1 2025 May 12, 2025	SELL	$19.8 - $19.97 $518,403 - $522,854	-26,182 Reduced 41.41%	37,045 $736 Million
Q4 2024 Feb 11, 2025	BUY	$19.8 - $20.06 $86,526 - $87,662	4,370 Added 7.42%	63,227 $1.25 Billion
Q3 2024 Nov 04, 2024	BUY	$19.74 - $20.07 $683,833 - $695,264	34,642 Added 143.06%	58,857 $1.18 Billion
Q2 2024 Aug 13, 2024	BUY	$19.67 - $19.84 $36,979 - $37,299	1,880 Added 8.42%	24,215 $479 Million
Q1 2024 Apr 19, 2024	BUY	$19.82 - $19.96 $442,679 - $445,806	22,335 New	22,335 $443 Million

Others Institutions Holding FSMB

# of Institutions

135

Shares Held

20.7M

Call Options Held

Put Options Held

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About FIRST TR ET FD III SHORT DURAT

Ticker FSMB
Sector ETFs
Industry ETFs

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Core Wealth Partners LLC First Tr Et Fd Iii Short Durat Transaction History