Core Wealth Partners LLC First Tr Et Fd Iii Short Durat Transaction History
Core Wealth Partners LLC
- $174 Billion
- Q4 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 63,227 shares of FSMB stock, worth $1.26 Million. This represents 0.72% of its overall portfolio holdings.
Number of Shares
63,227
Previous 58,857
7.42%
Holding current value
$1.26 Million
Previous $1.18 Billion
6.51%
% of portfolio
0.72%
Previous 0.71%
Shares
4 transactions
Others Institutions Holding FSMB
# of Institutions
134Shares Held
18.6MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.38MShares$67.2 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.56MShares$31.1 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.37MShares$27.2 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.32MShares$26.2 Million0.01% of portfolio
-
Pfs Partners, LLC Mine Hill, NJ753KShares$15 Million8.0% of portfolio