Core Wealth Partners LLC's ownership history for SHV

Core Wealth Partners LLC currently holds 25.1K shares with a market value of $2.8M. It started holding SHV on 2024-09-30. At its peak, it held 25.1K shares on 2025-09-30. Its highest holding value was $2.8M on 2025-09-30. At its lowest, it held 22.4K shares on 2024-09-30, with a value of $2.5M on 2024-09-30. In the recent 180 days, Core Wealth Partners LLC has increased its shares by 570. In the recent year, Core Wealth Partners LLC has increased its shares by 2.8K.