Core Wealth Partners LLC First Tr ETF Iii Enhanced Shor Transaction History

Core Wealth Partners LLC

  • $172 Billion
  • Q1 2025

A detailed history of Core Wealth Partners LLC transactions in First Tr ETF Iii Enhanced Shor stock. As of the latest transaction made, Core Wealth Partners LLC holds 13,700 shares of FUMB stock, worth $275,370. This represents 0.16% of its overall portfolio holdings.

Number of Shares
13,700
Previous 25,231 45.7%
Holding current value
$275,370
Previous $507 Million 45.69%
% of portfolio
0.16%
Previous 0.29%

Shares

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

May 12, 2025
SELL
$20.07 - $20.16 $231,427 - $232,464
-11,531 Reduced 45.7%
13,700 $275 Million
Q4 2024

Feb 11, 2025
BUY
$20.05 - $20.15 $24,060 - $24,180
1,200 Added 4.99%
25,231 $507 Million
Q3 2024

Nov 04, 2024
BUY
$20.05 - $20.17 $481,821 - $484,705
24,031 New
24,031 $483 Million

Others Institutions Holding FUMB

# of Institutions
95
Shares Held
7.06M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR ETF III ENHANCED SHOR

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