Core Wealth Partners LLC FTCB Holdings History
Core Wealth Partners LLC's First Trust Core Investment Grade ETF Holding Summary
As of 2025-03-31, Core Wealth Partners LLC held 77,326.00 shares of First Trust Core Investment Grade ETF(FTCB), totaling $1.62 Mil. This investment constitutes 0.94% of their stock portfolio, and Core Wealth Partners LLC now holds 0.16% of the outstanding First Trust Core Investment Grade ETF(FTCB) stock.
The initial trade took place in 2025Q1. And since then Core Wealth Partners LLC has made 1 purchases of FTCB, at an average price of $20.79, for a total of 77,326.00 shares. Based on historical transaction data and FTCB's current price of $20.84, Core Wealth Partners LLC's estimated gain on his FTCB holdings is $3,866.30, reflecting a 0.24% gain to date.
Core Wealth Partners LLC FTCB ($20.84) Holding Chart
Core Wealth Partners LLC FTCB ($20.84) 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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