Core Wealth Partners LLC FIRST TR EXCHANGE-TRADED FD Transaction History

Core Wealth Partners LLC

  • $172 Billion
  • Q1 2025
Number of Shares
35,982
Previous 23,487 53.2%
Holding current value
$747 Million
Previous $480 Million 55.45%
% of portfolio
0.43%
Previous 0.28%

Shares

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

May 12, 2025
BUY
N/A
12,495 Added 53.2%
35,982 $747 Million
Q4 2024

Feb 11, 2025
BUY
N/A
2,528 Added 12.06%
23,487 $480 Million
Q3 2024

Nov 04, 2024
BUY
N/A
20,959 New
20,959 $448 Million
Track This Portfolio

Track Core Wealth Partners LLC Portfolio

Follow Core Wealth Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Core Wealth Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Core Wealth Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email