Core Wealth Partners LLC First Tr ETF Iii Enhanced Shor Transaction History
Core Wealth Partners LLC
- $174 Billion
- Q4 2024
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 25,231 shares of FUMB stock, worth $507,143. This represents 0.29% of its overall portfolio holdings.
Number of Shares
25,231
Previous 24,031
4.99%
Holding current value
$507,143
Previous $483 Million
4.86%
% of portfolio
0.29%
Previous 0.29%
Shares
2 transactions
Others Institutions Holding FUMB
# of Institutions
96Shares Held
7.74MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC884KShares$17.8 Million0.01% of portfolio
-
Morgan Stanley New York, NY864KShares$17.4 Million0.0% of portfolio
-
New Edge Advisors, LLC New Orleans, LA673KShares$13.5 Million0.08% of portfolio
-
Rockefeller Capital Management L.P. New York, NY537KShares$10.8 Million0.03% of portfolio
-
Kestra Advisory Services, LLC333KShares$6.7 Million0.04% of portfolio