Core Wealth Partners LLC FMB Holdings History
Core Wealth Partners LLC's First Trust Managed Municipal ETF Holding Summary
As of 2025-03-31, Core Wealth Partners LLC held 13,240.00 shares of First Trust Managed Municipal ETF(FMB), totaling $667,590.00. This investment constitutes 0.39% of their stock portfolio, and Core Wealth Partners LLC now holds 0.03% of the outstanding First Trust Managed Municipal ETF(FMB) stock.
The initial trade took place in 2024Q1. And since then Core Wealth Partners LLC has made 4 purchases of FMB, at an average price of $51.54, for a total of 23,896.00 shares. In addition, there have been 1 sales at an average price of $51.00 for 10,656.00 shares. Based on historical transaction data and FMB's current price of $49.33, Core Wealth Partners LLC's estimated gain on his FMB holdings is $-34,975.18, reflecting a -2.84% gain to date.
Core Wealth Partners LLC FMB ($49.33) Holding Chart
Core Wealth Partners LLC FMB ($49.33) 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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