Core Wealth Partners LLC ISHARES BITCOIN TRUST ETF Transaction History

Core Wealth Partners LLC

  • $218 Billion
  • Q3 2025
Number of Shares
29,908
Previous 19,678 51.99%
Holding current value
$1.94 Billion
Previous $1.2 Billion 61.4%
% of portfolio
0.89%
Previous 0.61%

Shares

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

Nov 03, 2025
BUY
N/A
10,230 Added 51.99%
29,908 $1.94 Billion
Q2 2025

Aug 11, 2025
BUY
N/A
7,131 Added 56.83%
19,678 $1.2 Billion
Q1 2025

May 12, 2025
BUY
N/A
12,547 New
12,547 $587 Million
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