Core Wealth Partners LLC First Tr ETF Fd Iv First Tr Lo Transaction History

Core Wealth Partners LLC

$172 Billion
Q1 2025

A detailed history of Core Wealth Partners LLC transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Core Wealth Partners LLC holds 18,778 shares of LMBS stock, worth $917,493. This represents 0.54% of its overall portfolio holdings.

Number of Shares

18,778

Previous 25,773 27.14%

Holding current value

$917,493

Previous $1.25 Billion 26.41%

% of portfolio

0.54%

Previous 0.72%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	SELL	$48.31 - $49.23 $337,928 - $344,363	-6,995 Reduced 27.14%	18,778 $923 Million
Q4 2024 Feb 11, 2025	BUY	$48.48 - $49.47 $79,749 - $81,378	1,645 Added 6.82%	25,773 $1.25 Billion
Q3 2024 Nov 04, 2024	BUY	$47.95 - $49.61 $717,475 - $742,314	14,963 Added 163.26%	24,128 $1.19 Billion
Q2 2024 Aug 13, 2024	BUY	$47.58 - $48.41 $40,823 - $41,535	858 Added 10.33%	9,165 $440 Million
Q1 2024 Apr 19, 2024	BUY	$47.95 - $48.49 $160,584 - $162,393	3,349 Added 67.55%	8,307 $401 Million
Q4 2023 Feb 07, 2024	BUY	$46.58 - $48.36 $230,943 - $239,768	4,958 New	4,958 $240 Million

Others Institutions Holding LMBS

# of Institutions

452

Shares Held

82.1M

Call Options Held

Put Options Held

View Full List

About FIRST TR ETF FD IV FIRST TR LO

Ticker LMBS
Sector ETFs
Industry ETFs

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Core Wealth Partners LLC First Tr ETF Fd Iv First Tr Lo Transaction History