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

Core Wealth Partners LLC

  • $218 Billion
  • Q3 2025
Number of Shares
18,172
Previous 14,911 21.87%
Holding current value
$521 Million
Previous $399 Million 30.38%
% of portfolio
0.24%
Previous 0.2%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
BUY
N/A
3,261 Added 21.87%
18,172 $521 Million
Q2 2025

Aug 11, 2025
BUY
N/A
14,911 New
14,911 $399 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