Core Wealth Partners LLC CLTL Holdings History
Core Wealth Partners LLC's Invesco Treasury Collateral ETF Holding Summary
As of 2025-03-31, Core Wealth Partners LLC held 30,750.00 shares of Invesco Treasury Collateral ETF(CLTL), totaling $3.25 Mil. This investment constitutes 1.89% of their stock portfolio, and Core Wealth Partners LLC now holds -% of the outstanding Invesco Treasury Collateral ETF(CLTL) stock.
The initial trade took place in 2022Q4. And since then Core Wealth Partners LLC has made 2 purchases of CLTL, at an average price of $104.88, for a total of 40,249.00 shares. In addition, there have been 7 sales at an average price of $105.41 for 9,499.00 shares. Based on historical transaction data and CLTL's current price of $105.41, Core Wealth Partners LLC's estimated gain on his CLTL holdings is $21,307.38, reflecting a 0.50% gain to date.
Core Wealth Partners LLC CLTL ($105.41) Holding Chart
Core Wealth Partners LLC CLTL ($105.41) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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