Core Wealth Partners LLC Purchases and Sells in Q3 2024

Core Wealth Partners LLC

$165 Billion
Q3 2024

Top Buys

Incresed Positions

66 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CGCP	154K + 318.42%	$22.12 - $23.31 $3.4M - $3.59M	202K $4.67B
AAPL	2.49K + 3.81%	$207.23 - $234.82 $517K - $585K	67.9K $15.8B
BRK-B	621 + 5.27%	$405.19 - $478.57 $252K - $297K	12.4K $5.71B
LMBS	15K + 163.26%	$47.95 - $49.61 $717K - $742K	24.1K $1.19B
FMB	13.7K + 170.06%	$51.0 - $52.05 $698K - $712K	21.7K $1.13B
FSMB	34.6K + 143.06%	$19.74 - $20.07 $684K - $695K	58.9K $1.18B

New Holdings

24 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JAAA	22.7K New	$50.52 - $50.95 $1.15M - $1.16M	22.7K $1.16B
WM	3.51K New	$196.96 - $223.45 $691K - $784K	3.51K $729M
FUMB	24K New	$20.05 - $20.17 $482K - $485K	24K $483M
FIRST TR EXCHANGE-TRADED FD	21K New	N/A	21K $448M
HYLS	10.1K New	$40.54 - $42.23 $409K - $426K	10.1K $423M
TBIL	8.25K New	N/A	8.25K $413M

Top Sells

Reduced Positions

30 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FTSM	-42.3K - 44.71%	$59.61 - $60.15 $2.52M - $2.55M	52.3K $3.13B
BA	-220 - 1.5%	$152.04 - $190.6 $33.4K - $41.9K	14.5K $2.2B
SHV	-3.02K - 11.91%	$110.05 - $110.63 $333K - $335K	22.4K $2.47B
MRK	-1.12K - 10.06%	$111.15 - $128.97 $125K - $145K	10K $1.14B
FIXD	-6.08K - 37.51%	$42.87 - $45.76 $261K - $278K	10.1K $458M
USFR	-4.66K - 14.19%	$50.2 - $50.48 $234K - $235K	28.2K $1.41B

Activity Summary All Purchases 90 New Holdings 24 Increased Positions 66 All Sells 30 Reductions 30 Sold out 0 Calls 0 Puts 0

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