Core Wealth Partners LLC Schwab Strategic Tr Us Small C Transaction History

Core Wealth Partners LLC

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	BUY	$23.16 - $27.04 $532 - $621	23 Added 0.18%	12,685 $297 Million
Q4 2024 Feb 11, 2025	BUY	$25.33 - $51.16 $188,404 - $380,528	7,438 Added 142.38%	12,662 $327 Million
Q3 2024 Nov 04, 2024	BUY	$46.9 - $51.96 $245,005 - $271,439	5,224 New	5,224 $269 Million

1,328

260M

104K

2.1K

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