Core Wealth Partners LLC First Tr Exchange Traded Fd Ut Transaction History
Core Wealth Partners LLC
- $165 Billion
- Q3 2024
A detailed history of Core Wealth Partners LLC transactions in First Tr Exchange Traded Fd Ut stock. As of the latest transaction made, Core Wealth Partners LLC holds 6,575 shares of FXU stock, worth $250,967. This represents 0.15% of its overall portfolio holdings.
Number of Shares
6,575
Previous 6,655
1.2%
Holding current value
$250,967
Previous $220 Million
14.96%
% of portfolio
0.15%
Previous 0.15%
Shares
3 transactions
Others Institutions Holding FXU
# of Institutions
127Shares Held
5.87MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.03MShares$39.4 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC543KShares$20.7 Million0.01% of portfolio
-
Envestnet Asset Management Inc403KShares$15.4 Million0.01% of portfolio
-
Truist Financial Corp350KShares$13.4 Million0.02% of portfolio
-
Csenge Advisory Group324KShares$12.3 Million0.63% of portfolio