Core Wealth Partners LLC First Tr ETF Fd Iv First Tr Lo Transaction History
Core Wealth Partners LLC
- $174 Billion
- Q4 2024
A detailed history of Core Wealth Partners LLC transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Core Wealth Partners LLC holds 25,773 shares of LMBS stock, worth $1.26 Million. This represents 0.72% of its overall portfolio holdings.
Number of Shares
25,773
Previous 24,128
6.82%
Holding current value
$1.26 Million
Previous $1.19 Billion
5.22%
% of portfolio
0.72%
Previous 0.72%
Shares
5 transactions
Others Institutions Holding LMBS
# of Institutions
448Shares Held
78.3MCall Options Held
4KPut Options Held
0-
Morgan Stanley New York, NY12.1MShares$592 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.27MShares$455 Million0.19% of portfolio
-
Wells Fargo & Company San Francisco, CA4.85MShares$238 Million0.05% of portfolio
-
Ubs Group Ag4.15MShares$204 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.07MShares$151 Million0.06% of portfolio