Core Wealth Partners LLC FIRST TR EXCH TRADED FD III Transaction History

Core Wealth Partners LLC

  • $197 Billion
  • Q2 2025
Number of Shares
25,648
Previous 20,196 27.0%
Holding current value
$526 Million
Previous $384 Million 37.06%
% of portfolio
0.27%
Previous 0.22%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
BUY
N/A
5,452 Added 27.0%
25,648 $526 Million
Q1 2025

May 12, 2025
BUY
N/A
20,196 New
20,196 $384 Million
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