Core Wealth Partners LLC First Tr ETF Fd Iv First Tr Lo Transaction History
Core Wealth Partners LLC
- $165 Billion
- Q3 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 24,128 shares of LMBS stock, worth $1.17 Million. This represents 0.72% of its overall portfolio holdings.
Number of Shares
24,128
Previous 9,165
163.26%
Holding current value
$1.17 Million
Previous $440 Million
170.71%
% of portfolio
0.72%
Previous 0.3%
Shares
4 transactions
Others Institutions Holding LMBS
# of Institutions
420Shares Held
70.9MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY12.2MShares$593 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.56MShares$415 Million0.19% of portfolio
-
Wells Fargo & Company San Francisco, CA4.72MShares$229 Million0.05% of portfolio
-
Ubs Group Ag4.06MShares$197 Million0.04% of portfolio
-
Royal Bank Of Canada Toronto, A62.69MShares$130 Million0.03% of portfolio