Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CORE WEALTH PARTNERS LLC | 04-19-2024 | 03-31-2024 | 139 | 132,287,088 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ROCKWELL AUTOMATION INC | COM | 1 | $12,272,971 | 42,127 | 0.01 | 0.01 | 153 | 0.36 | 03-31-2024 |
| APPLE INC | COM | 2 | $10,266,724 | 59,872 | 0.01 | 0.01 | 538 | 0.91 | 03-31-2024 |
| MICROSOFT CORP | COM | 3 | $7,853,984 | 18,668 | 0.01 | 0.01 | 1,030 | 5.84 | 03-31-2024 |
| FIRST TR EXCHANGE-TRADED FD | FIRST TR ENH NEW | 4 | $6,056,380 | 101,583 | 0.00 | 0.00 | 18,940 | 22.92 | 03-31-2024 |
