Core Wealth Partners LLC FSMB Holdings History
Core Wealth Partners LLC's First Trust Short Duration Managed Municipal ETF Holding Summary
As of 2025-03-31, Core Wealth Partners LLC held 37,045.00 shares of First Trust Short Duration Managed Municipal ETF(FSMB), totaling $736,080.00. This investment constitutes 0.43% of their stock portfolio, and Core Wealth Partners LLC now holds 0.16% of the outstanding First Trust Short Duration Managed Municipal ETF(FSMB) stock.
The initial trade took place in 2024Q1. And since then Core Wealth Partners LLC has made 4 purchases of FSMB, at an average price of $19.92, for a total of 63,227.00 shares. In addition, there have been 1 sales at an average price of $19.91 for 26,182.00 shares. Based on historical transaction data and FSMB's current price of $19.87, Core Wealth Partners LLC's estimated gain on his FSMB holdings is $-2,288.68, reflecting a -0.18% gain to date.
Core Wealth Partners LLC FSMB ($19.87) Holding Chart
Core Wealth Partners LLC FSMB ($19.87) 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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