Core Wealth Partners LLC First Tr Et Fd Iii Short Durat Transaction History
Core Wealth Partners LLC
- $165 Billion
- Q3 2024
A detailed history of Core Wealth Partners LLC transactions in First Tr Et Fd Iii Short Durat stock. As of the latest transaction made, Core Wealth Partners LLC holds 58,857 shares of FSMB stock, worth $1.17 Million. This represents 0.71% of its overall portfolio holdings.
Number of Shares
58,857
Previous 24,215
143.06%
Holding current value
$1.17 Million
Previous $479 Million
146.01%
% of portfolio
0.71%
Previous 0.33%
Shares
3 transactions
Others Institutions Holding FSMB
# of Institutions
125Shares Held
16.3MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.38MShares$67.1 Million0.0% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.37MShares$27.2 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.18MShares$23.4 Million0.01% of portfolio
-
High Tower Advisors, LLC Chicago, IL727KShares$14.4 Million0.02% of portfolio
-
Rmr Wealth Builders706KShares$14 Million1.5% of portfolio