Core Wealth Partners LLC First Tr Large Cap Value Transaction History
Core Wealth Partners LLC
- $132 Billion
- Q1 2024
A detailed history of Core Wealth Partners LLC transactions in First Tr Large Cap Value stock. As of the latest transaction made, Core Wealth Partners LLC holds 2,766 shares of FTA stock, worth $202,415. This represents 0.16% of its overall portfolio holdings.
Number of Shares
2,766Holding current value
$202,415% of portfolio
0.16%Shares
1 transactions
Others Institutions Holding FTA
# of Institutions
203Shares Held
11.5MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.11MShares$155 Million0.01% of portfolio
-
Ubs Group Ag984KShares$72 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC866KShares$63.4 Million0.04% of portfolio
-
Envestnet Asset Management Inc551KShares$40.3 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC336KShares$24.6 Million0.0% of portfolio